PARTNER WITH US
Our mission is to be a fiduciary, trusted financial guide for our clients focused on providing peace of mind and quality of life while upholding our values and truths. We partner with advisors sharing this common northern star. Our firm offers a cutting edge technology stack, efficiently designed workflows and processes from marketing to meeting prep to follow-up, and a portfolio management process that is an asset. Compensation is competitive with the industry landscape.
We specialize in continuity business transitions for established advisors in their 60s and 70s to help ensure their existing clients have enduring quality of care.
Learn more below about partnering with PFS Financial Firm.
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PFS Financial Firm values the input and perspectives of its leadership. As a partner, your ideas and experiences help to shape and mold everything from our investment process to client standards of care. We believe in creating a best-practice that is foundationally based on diverse perspectives.
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We have designed an open-architecture platform that integrates via APIs. From financial planning software, to sharefile resources, to performance reporting, to CRM — we integrate and automate workflows to help ensure clients get the promised deliverable in the most efficient and timely manner.
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At PFS Financial Firm we built a team of award-winning planners that has the longevity to help ensure your clients and their families get the attention to detail you have always provided. We have an established legacy and a future. Our process integrates your clients into our systems and allows you to have the peace of mind that as you slow down, your client is still on track.