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Presper Financial Architects LLC

EST. AUM
$362,648,463

CONTACTS

CLIENT ACCOUNTS
1,737

Firm Details

Metro area Cleveland
CRD Number 297538
Website presperfinancial.com
Client types

Overview

Presper Financial Architects (PFA) is an independent Registered Investment Advisor based in Akron, Ohio, with over 45 years of collective industry history. The firm operates as a fee-only fiduciary, providing retirement planning, income planning, tax strategy, direct indexing, and investment management services to individuals and families. Presper Financial Architects is led by founder Tom Presper and a multi-advisor team committed to helping clients improve their financial well-being and navigate the transition from saving to spending.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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