PREVAIL FINANCIAL PARTNERS, LLC

Overview

Prevail Financial Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through financial planning and portfolio management services, including work with small-business owners. Its billing is a mix of percentage-of-AUM fees, hourly charges and fixed fees. The adviser does not describe itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The ADV does not list a year of SEC registration.

Assets & Accounts

Investments & Alternatives