General Info

PROFi - The Professional Financial Company Welcome! The Professional Financial Company LLC dba PROFI is an investment advisor registered with the SEC. PROFi offers holistic financial planning dedicated to helping clients achieve financial goals with certified best-interest financial processes. Yes, we are stated fiduciaries for every client. PROFi advisors are professional financial craftsmen who take the long view and develop lasting, trusted relationships built on quality processes and sound advice. Every client deserves and receives top-notch treatment and evidence-based advice that not only helps build and protect wealth but also helps avoid those bad decisions that can erase years of hard work.