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

Pension Income in Retirement, Part 1: Pros and Cons of this Increasingly Rare Benefit

Over the past several decades, public and private employers have shifted their retirement benefits from an emphasis on pensions (otherwise […]

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Five Difficult Lessons Learned: Advice on Dealing with the Loss of a Loved One

Unfortunately, over the years, we at PFS have had occasion to help many clients after someone close to them has […]

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Should I Use My HSA to Save for Current or Long-Term Medical Expenses?

Created by Congress through the Medicare Modernization Act in 2003, health savings accounts (HSAs) aim to assist those with high-deductible […]

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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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