Each decision we make begins with a single question: "How will this benefit our clients?"
The PSC Financial Difference
PSC Financial LLC differs from other brokerage and investment advisory firms in substantial ways. In fact, our clients notice a difference the moment they step into our offices. It begins with our people and extends to our energy, our knowledge and our access to timely world-class financial research and sophisticated money management techniques.
We understand the unique needs, challenges and opportunities individuals and families face in managing significant wealth. Our attention to your needs extends well beyond the investment aspects and involve complex planning to help you with the legacy you desire and the ability to transfer your wealth in a highly tax-efficient manner.
We invite you to discover the difference our professional advisors and associates can make for you:
Experience You Can Count On
PSC Financial embraces the belief that sound investment and financial strategies are limited only by the knowledge of the people developing them. As a result, PSC Financial makes a Concerted Effort to only hire those individuals deemed to be among the best in the industry.
Dedication to Best-in-Class Service
You can expect our team members to be dedicated, highly-skilled and continuously focused on you and your needs. We take this commitment very seriously and have even developed metrics for measuring our service levels on a quarterly basis to ensure we are not simply meeting, but exceeding your expectations.
Commitment to Professional Education
We continually invest in each team member’s continuing education and training, providing state-of-the-art software and technology, access to industry experts and leading investment research, as well as other resources. Collectively, we bring advanced degrees, credentials and industry designations across multiple financial and professional disciplines, including CFP® and Juris Doctorate, and more. Upon working with our team members, it immediately becomes evident that you are working with professionals who understand how to meet the full scope of your personal financial needs.
CFP® Certification - The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth the by Certified Planner Board of Standards. The certification is a strong indication of an advisor’s status as a qualified, trustworthy financial planner.
Sophisticated Investment Techniques
The sophisticated planning and investment techniques we use are not even considered by many professional advisors. Yet these techniques can have a dramatic and profound impact on suitably addressing the goals for certain individuals. These techniques, combined with our in-depth knowledge and understanding of each client we serve, allows us to develop strategies focused exclusively on your wealth management objectives. We invite you to discover why this philosophy is appropriate for our clients.
Independent Perspective
In 2014, PSC Financial established the firm as a Registered Investment Advisor (RIA) long before a fully-transparent, fee-based approach to providing investment advisory services was in vogue. As an independent advisory firm, objectivity and transparency form the foundation of everything we do. As an RIA, we eliminate the constraints and conflicts of interest inherent in many traditional advisory and brokerage models:
Fee-based Services
As fee-only advisors, we are not compensated on a commission basis. Our compensation is tied to how well we meet your stated objectives over time. This not only makes us accountable to you, but puts the incentive where it belongs—on the long-term performance of your investments.
Coordination Across Multiple Financial Disciplines
Our experienced advisors have spent decades developing expertise in financial and retirement planning; estate and legacy planning; and insurance and risk management. We have also taken the time to develop relationships with professions adept in financial disciplines outside of our immediate areas of specialization. Together with the external team of professional partners we have assembled, we strive to address all of your wealth management needs. We can work on your behalf to coordinate the activities of these professionals and are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.
We understand the unique needs, challenges and opportunities individuals and families face in managing significant wealth. Our attention to your needs extends well beyond the investment aspects and involve complex planning to help you with the legacy you desire and the ability to transfer your wealth in a highly tax-efficient manner.
We invite you to discover the difference our professional advisors and associates can make for you:
Experience You Can Count On
PSC Financial embraces the belief that sound investment and financial strategies are limited only by the knowledge of the people developing them. As a result, PSC Financial makes a Concerted Effort to only hire those individuals deemed to be among the best in the industry.
Dedication to Best-in-Class Service
You can expect our team members to be dedicated, highly-skilled and continuously focused on you and your needs. We take this commitment very seriously and have even developed metrics for measuring our service levels on a quarterly basis to ensure we are not simply meeting, but exceeding your expectations.
Commitment to Professional Education
We continually invest in each team member’s continuing education and training, providing state-of-the-art software and technology, access to industry experts and leading investment research, as well as other resources. Collectively, we bring advanced degrees, credentials and industry designations across multiple financial and professional disciplines, including CFP® and Juris Doctorate, and more. Upon working with our team members, it immediately becomes evident that you are working with professionals who understand how to meet the full scope of your personal financial needs.
CFP® Certification - The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth the by Certified Planner Board of Standards. The certification is a strong indication of an advisor’s status as a qualified, trustworthy financial planner.
Sophisticated Investment Techniques
The sophisticated planning and investment techniques we use are not even considered by many professional advisors. Yet these techniques can have a dramatic and profound impact on suitably addressing the goals for certain individuals. These techniques, combined with our in-depth knowledge and understanding of each client we serve, allows us to develop strategies focused exclusively on your wealth management objectives. We invite you to discover why this philosophy is appropriate for our clients.
Independent Perspective
In 2014, PSC Financial established the firm as a Registered Investment Advisor (RIA) long before a fully-transparent, fee-based approach to providing investment advisory services was in vogue. As an independent advisory firm, objectivity and transparency form the foundation of everything we do. As an RIA, we eliminate the constraints and conflicts of interest inherent in many traditional advisory and brokerage models:
- We have no obligations to investment product manufacturers and no proprietary products
- We have no shareholders to satisfy and are not subject to home-office directives that may lead to conflicts of interest
- We spend our time developing customized strategies for the unique challenges you face
Fee-based Services
As fee-only advisors, we are not compensated on a commission basis. Our compensation is tied to how well we meet your stated objectives over time. This not only makes us accountable to you, but puts the incentive where it belongs—on the long-term performance of your investments.
Coordination Across Multiple Financial Disciplines
Our experienced advisors have spent decades developing expertise in financial and retirement planning; estate and legacy planning; and insurance and risk management. We have also taken the time to develop relationships with professions adept in financial disciplines outside of our immediate areas of specialization. Together with the external team of professional partners we have assembled, we strive to address all of your wealth management needs. We can work on your behalf to coordinate the activities of these professionals and are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.