PREMIER FINANCIAL ADVISORY SERVICES, LLC

Overview

Premier Financial Advisory Services, LLC is an independent registered investment adviser focused on serving individuals, families and small-business owners. The firm combines financial planning and portfolio management with adjacent business services—its principals also operate in real estate brokerage and legal services—creating a practice that can advise on investment allocation alongside property and legal considerations. Investment activity is centered on liquid public products, with a meaningful allocation to mutual funds and other pooled vehicles, while alternatives are used selectively to provide real-asset exposure. Advisory work is delivered on a mix of fee models (percentage of assets under management and hourly charges), and the firm primarily manages discretionary relationships. It does not position itself as an ESG-active or multi-state adviser, and its client mix skews toward individual and family relationships rather than institutional retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices