facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Philosophy

The Values We Adhere to Help Define How We Guide You

Proficient Wealth Counselors, LLC is an independent Registered Investment Advisor founded with the belief that to provide exceptional service, we must be free from the influences present at many traditional Wall Street firms. We have a wealth of industry knowledge and pride ourselves on the ability to advise clients on a full spectrum of financial planning topics.

As a firm, we set out to create an environment in which clients can receive honest opinions from a credible, independent financial professional who adheres to a fiduciary duty when interacting with clients. This includes remaining free from sales pressures, commissions and quotas.

What Sets Us Apart:

Unwavering Client-Service Focus

We provide financial guidance in your best interest with no biases and we adhere to a fee for service model.

Competency and Industry Knowledge

Our advisors maintain the CERTIFIED FINANCIAL PLANNER™ certification, as well as various professional memberships, to further enhance your financial journey.

Commitment to Education

With an ongoing dedication to bettering ourselves professionally, we maintain a strict adherence to industry standards to help ensure our clients benefit from the latest developments in financial guidance.

In Today’s Complex Economic Environment 

The Difference Between Making and Keeping Money Is Knowledge

Financial decisions vital to your economic security are far too important to be ignored or left to anyone whose primary objective is not consistent with your financial well being.

The importance of our clients is not measured by how much money they have. We use the same leading research and technology in our portfolio construction and provide the same expert level of financial guidance regardless of your net worth.

Does Our Commitment Resonate With You?
Get to Know Our Dedicated Team

Schedule a Meeting