Why Choose PWA

YOUR PASSION IS OUR PASSION.

When you choose to partner with Professional Wealth Advisors, LLC, you join a movement of passionate advisors who are determined to improve the client experience, while enjoying the freedom to practice business as they’ve always imagined.

Our program structures are designed to not only share infrastructure and costs, but valuable financial resources across a network of successful advisors to enable you to invest more time into what matters most – your clients. We offer turnkey resources for financial planning, investments, legal, insurance, and tax services – all in-house, which adds appreciable value for both you and your clients.

We aren’t mired in day-to-day business operations; instead, we focus on our individual needs, whether that’s building a more robust, successful business utilizing the in-house staff and support services, or gradually shifting toward retirement through our innovative succession and acquisition model.

Our unique platform is comprehensive and enables us to act as a full family office for every client.

ABOUT US

At Professional Wealth Advisors, LLC, we are committed to building a team of established partners to make independence less stressful and more gratifying.

Our extensive partnership of wealth advisors provides us the confidence to better manage our clients, time, and expenses than we could on our own.

PWA partners receive endless support in navigating the challenging regulatory pressures, technology, and infrastructure that is necessary to provide high-quality service to the clients and families we serve.

INVESTMENT ADVANTAGES

When you choose independence at PWA, you gain an in-house RIA (registered investment advisor) and OSJ (office of supervisory justice) of LPL Financial, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.

The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

More than 13,500 financial advisors and approximately 700 financial institutions nationwide are able to rely on the firm’s tools and resources, including state-of-the-art technology that helps simplify and streamline your daily investment operations, as well as providing tools to compile even the most comprehensive financial plans.

When you’re backed by the technological services of LPL, you can also receive the following benefits:

  • One clear, concise statement for clients to peruse
  • Access to Wealth Vision, powered by eMoney
  • Enhanced trading platforms
  • In-house technology training

If you’re ready to do more for your clients, try using these investment advantages as a PWA partner.

REQUEST AN INTERVIEW

Join our PWA Team and find the gratification that independence can provide.

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