Client Center
Here to guide you.

Putting You on a Course for Success with Peace of Mind.

Professional Financial Solutions, LLC (PFS) is an SEC-registered investment advisor that was established in 1997 and is based in Fairfax, Virginia. We provide individuals, families, and small business owners with financial planning and investment management services to help them accomplish their financial goals and reduce some of the stress of everyday life.

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Our Process

Step 1:
The “Blind Date”

We start off with a discussion of your current situation, your financial goals, and the services that we offer.

Step 2:
The Financial Plan

We work with you to develop a plan for how to reach your goals and achieve long-term financial success.

Step 3:
Implementation

We put the plan into action, developing a personalized investment strategy for you and managing the necessary logistics.

Step 4:
Ongoing Advice

We provide ongoing wealth management services, managing investments and advising on financial issues that arise in your life.

 

Who We Are

  • We have a fiduciary responsibility to our clients, binding us to put their interests above our own.
  • We are a fee-only advisor, compensated solely by the fees paid directly by clients; we do not receive commissions.
  • We implement investment portfolios based on academic research, primarily using passively managed mutual funds given their lower costs and long-term performance.
  • We perform all of our work in-house; we do not outsource any client services.
  • We serve our clients as a firm so they benefit from the efforts of at least two of our advisers in each client interaction.
 

Our 2 Cents

Third Time’s the Charm: How the New Stimulus Plan May Impact You and Your Taxes

Another blog about a stimulus plan?  Yes.  While it may seem like a Congressional production of Groundhog Day to those […]

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Prepaying Your Mortgage: A Good Investment?

Clients occasionally raise with us the question of whether to make prepayments against the principal on their mortgage.  Unfortunately, we […]

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The New Virginia 529 Plan: What It Is and Who Should Use It

Last week, Virginia529 launched a new investment portfolio, which includes an innovative mix of features from the old Prepaid Tuition […]

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Contact Us

If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.

(703) 385-0870
EMAIL US

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