Premier Wealth Advisors, LLC

Joseph Leblanc is a CFP® professional with over 31 years of experience in financial advising. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2018, and has been affiliated with Independent Financial Group, LLC since 2004. Outside of his advisory roles, Leblanc is involved in tax preparation and serves as treasurer of the Blue Sky Aero Club. Premier Wealth Advisors, LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, offering non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach centers on risk-based allocations to no-load mutual funds and ETFs with periodic rebalancing.

Matthew Devine is a financial advisor at Premier Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Sagepoint Financial, Inc. and Monarch Wealth & Retirement Strategies. He also provides advisor support and assists with financial planning through Independent Financial Group, LLC. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans. The firm offers non-discretionary wealth management, comprehensive financial planning, and income tax preparation, focusing on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing.

Joshua Koehnen is a Certified Financial Planner® with 23 years of experience in the financial services industry. He has been with Premier Wealth Advisors, LLC since 2018 and also maintains a long-standing affiliation with Independent Financial Group, LLC since 2004. Outside of his advisory role, he is involved as a real estate broker and holds executive positions in related financial and real estate businesses. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans, offering non-discretionary wealth management, comprehensive financial planning, and tax preparation services. The firm employs a risk-based investment approach focused on no-load mutual funds and ETFs, often utilizing third-party turnkey advisers for model portfolios.

Cole Chodorow is a CFP® and Series 66-licensed financial advisor at Premier Wealth Advisors, LLC with three years of industry experience. He has worked at several firms including First Horizon Advisors and Northwestern Mutual. Outside of advisory duties, he is a licensed insurance agent. Premier Wealth Advisors LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, providing non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach focuses on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing, while clients retain final approval over transactions.

Ari Crandall is a financial advisor at Premier Wealth Advisors, LLC with 26 years of industry experience. He holds the CFP® designation and has worked at Premier Wealth Advisors since 2018 and the Independent Financial Group, LLC since 2004. Outside of advising, he prepares income taxes as part of his professional activities. Premier Wealth Advisors LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, providing non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach emphasizes risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing and often utilizes third-party turnkey advisers for model portfolio implementation.