Professional Financial provides consultative wealth management services by trusted advisors for professionals, executives, managers and retirees. The firm is paid fees by clients, not commissions paid by others, reducing conflicts of interest and increasing likelihood of success from independent advice. Emphasising planning not products, we partner with affluent clients in a proven management process for achieving retirement and significant lifetime goals.
The wealth management process depends on your particular needs, circumstances and goals. We focus on what matters. Most clients have limited time or interest in managing complex financial affairs, and need a proven process with solutions that simplify their life, to focus on what really matters to them.
Investment portfolios for our wealth management solutions are structured from financial science. Rather than speculate on opportunities or the future, our transparent, institutional-class solutions reliably capture weighted market reutrns in multiple dimensions of risk for long-term investors. Most clients eventually develop an unusual sense of security, even in troubled times.
Paul Byron Hill CFP is President and Founder of Professional Financial. He specializes, along with his team of CFPs, as a private wealth manager. Under his leadership, Professional Financial has been recognized by Wealth Manager magazine as a Top Wealth Manager for its 7th year. Among the most educated and experience financial planners anywhere, Paul personally was selected and honored by Reuters International as one of 500 Top Financial Advisers and part of their former AdvisePoint referral service. He has been recognized for several years by the Consumers' Research Council as one of America's Top Financial Planners. He is only one of 100 CFP professionals nationwide endorsed by Aon Hewitt to work with client referrals through their AdvisorConnection.
Paul is an honors graduate of the University of Rochester and holds an MBA in Finance from its Simon Business School. Education directly related to financial planning includes: Chartered Financial Consultant and Masters in Financial Services, both from the American College; Accredited Tax Advisor and Masters in Financial Planning from the College of Financial Planning, University of Phoenix. He has lived in Rochester and practiced financial planning for nearly three decades. Paul is a participant on several advisory boards.
Consultative Wealth Management, fee-only independent registered investment advisor, staffed by Certified Financial Planner professionals. Offering a comprehensive and proven process for lifetime planning: wealth preservation, wealth enhancement, wealth protection, wealth transfer and wealth legacies. Clients are educated by trusted advisors in advanced planning strategies for better decisions with more confidence.