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Welcome to Personal Financial Advisors, LLC! Thank you for your interest in our wealth management services, and in comprehensive fee-only financial planning. Here at Personal Financial Advisors we believe that fee-only planning provides our clients with the best approach to comprehensive financial planning. Since we do not sell products or accept commissions, we can make recommendations that are in the best interest of our clients. We concentrate on helping our clients to objectively achieve their financial goals without any conflict of interest.
Our founding partner, Robert Reed, CFP®, was the first Louisiana member of the National Association of Personal Financial Advisors (NAPFA), and we hold the principles of fee-only planning to be of the highest importance. Bob has been named one of the "Top Financial Advisors" in the country by such publications as Bloomberg Wealth Manager, Worth Magazine and Medical Economics. In addition to our office in Covington, Louisiana we have a satellite office in Tuscaloosa, Alabama. We work with many of our clients virtually thanks to today's technology.
We view our primary job as helping our clients to ascertain and achieve their personal financial goals. We will work with you to ensure that you are in the most appropriate and cost-efficient investments for your goals. Additionally, we will review with you concerns and questions in other areas of planning, such as insurance coverage, tax considerations and estate planning needs, in order to help prepare you for all eventualities. Each client receives our personalized attention to every detail of their financial planning and the highest quality service available.
We would appreciate the chance to further discuss your financial goals and show you how Personal Financial Advisors can help you to achieve them. Please contact us at your convenience to discuss your situation and set up a no-obligation "Get Acquainted" meeting. We would love to show you how fee-only planning can help you to achieve your financial goals.
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