P23 Financial, Inc

Overview

P23 Financial, Inc. is a Nebraska-registered corporate adviser operating with an individual owner. The firm functions as a capital allocator and provides financial planning, manager selection, and educational workshops as core advisory services. Its fee arrangements include fixed fees alongside other unspecified fee models. The adviser describes itself as single-state in scope and does not position ESG investing as an active focus. P23 Financial maintains an industry affiliation with accountants, which aligns with its emphasis on planning and third-party manager selection rather than running large in-house investment platforms.

Investments & Alternatives

Location & Offices