Why Choose PWA


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. PWA offers in-house tax, accounting, and administration departments, and resources to legal professionals available to clients and advisors.

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 focused office for every client.


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.


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 independent 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.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide.”*

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.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021


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