Professional Financial Solutions, LLC
Financial ServicesVirginia, United States2-10 Employees
Professional Financial Solutions, LLC is a registered investment adviser in the financial services sector, based in Fairfax, Virginia, and founded in 1997. It serves individuals, families, and small business owners by providing financial planning and investment management designed to help clients reach their goals and reduce daily stress. The firm operates on a fee-only basis, charging clients directly and not receiving commissions, and all services are conducted in-house. Investment portfolios are constructed on academic research and predominantly rely on passively managed mutual funds because of their lower costs and favorable long-term performance. As a small practice, the firm emphasizes in-house, collaborative service delivered by its principals. In July 2019, Professional Financial Solutions was recognized as Certified Financial Planners, reflecting its alignment with professional standards in financial planning.