Contact

2655 Warrenville Road, Suite 110

Downers Grove, IL 60515

Phone: (630) 716-3600

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, NE, NJ, OH, OK, PA, SC, SD, TX, VA, WA, WI.

 

© 2016 by Professional Wealth Advisors, LLC

your passion is our passion

Passionate About Inspiring Others

As founding members of an independent financial services and wealth management firm, we understand what it is to find your passion in the service of your clients. We believe so strongly in that endeavor that we seek out like minded firms, looking to transition their practice, so that we have the opportunity to inspire more clients. Clients that, because of you, have come to expect the very best in service and professionalism.

Reaching a Deal
Why Choose PWA

So why do other firms tell us they would like to partner with us as a succession solution?

  • Confidence that a team ensemble exists, not just a solo practitioner, that will truly care for their clients as much as they do, and will act with the highest degree of  ethics and integrity.

  • We understand that their support team is their family and that the clients depend on the entire team.

  • Our principals have over 50 years of combined experience, but are young enough to continue to shepherd clients for the next 25+ years.

  • We believe in meaningful, face-to-face relationships. Yet, we have the technology to service clients all over the country.

  • We have a top-notch staff to assist with the transition and train new staff members joining from transitioning firms.

  • We look to have real partners in transition (we are not just looking to add AUM and cash flow), and we are accountable to them throughout the process.

  • Successions are customized to their wishes. Whether it be a one year transition or five years, or more, it is about them and their timeline, not ours.

  • We have the strength and support of one of the largest independent firms in the country, LPL Financial.

  • We make it as easy as possible on them, and work to get the best terms available for the deal structure.