P23 Financial, Inc

Overview

P23 Financial, Inc. is a small, individually owned corporate advisory firm that positions itself as a capital allocator and planning resource rather than a multi-state RIA. The firm’s advisory remit emphasizes financial planning, the selection of outside advisers and managers, and client education through seminars and workshops. Its compensation approach is driven by fixed fees and other non-commission arrangements. P23 does not identify as an active ESG investor, does not operate as a pension consultant, and is not flagged as a related adviser to another firm. The firm also lists an industry affiliation with accounting professionals, suggesting a close operational or referral relationship with accountants.

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Investments & Alternatives