Professional Financial Advisors, LLC

Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and related advisory services for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, foundations, and other business entities. In addition to these common client types, the firm discloses relationships with banking or thrift institutions, insurance companies, and state or municipal government clients.

The firm delivers customized, continuously monitored investment management using a mix of mutual fund platforms, third‑party models and direct securities, and sponsors a wrap fee program that bundles portfolio management, trade execution and custody services. PFA reports roughly $614 million in assets under management across about 2,049 clients served by six advisors, yielding an unusually high client count per advisor for a team of this size.

PFA’s ownership and referral structure is notable: it is partly affiliated with accounting firm Dana F. Cole & Company, LLP and with Donna’s Office Service, LLC (a railroad retirement consulting firm), which creates closer integration with accounting and specialized retirement consulting than many peers. The firm also operates through seven offices and offers both wrap and non‑wrap management on platforms such as American Funds and Nationwide Advisory Solutions, combining a multi‑office footprint and specialized institutional relationships that distinguish its practice among team advisory firms.