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

8 Steps to Opening a Virginia 529 Account

For clients living in Virginia with school-age (or younger) kids or grandkids, we strongly recommend the Virginia Invest529 plan as […]

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How Concerned Should I Be about Rising Inflation?

Inflation has been a frequent topic in the financial press over the past year, especially in the past two months […]

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Portfolio Rebalancing: A Less Exhilarating But More Effective Approach to Buying Low and Selling High

If a potential investor has heard only one piece of advice on how to succeed in investing, it is likely […]

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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
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