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Professional Financial Solutions, LLC

EST. AUM
$409,664,540

CONTACTS

CLIENT ACCOUNTS
911

Firm Details

Metro area Washington, DC
CRD Number 114957
Website profinancialsolutions.com
Client types

Overview

Professional Financial Solutions, LLC (PFS) is an independent, fee-only registered investment adviser based in Fairfax, Virginia, serving the Washington, D.C. metro area and clients nationwide. Founded in 1997, the firm operates under a strict fiduciary standard, providing comprehensive wealth management, retirement planning, and business consulting services. Its investment philosophy is evidence-based, grounded in academic research and market science, with an emphasis on low-cost, globally diversified portfolios using institutional funds from Dimensional Fund Advisors and Vanguard. Led by President Mike McLenigan, CFP®, the firm employs a team-based approach, ensuring each client is supported by at least two advisors for continuity and multi-disciplinary oversight.

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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