Professional Financial - Investment Advisers

About Professional Financial

Professional Financial Strategies, Inc. is an investment adviser headquartered in Pittsford, New York, and is registered with the Securities and Exchange Commission as an independent adviser. The firm reports $225.81 million in regulatory assets under management and four employees. It is one of the investment advisers in New York in this directory. Paul Byron Hill founded the firm in 1993, and it is considered one of the early fiduciary financial planning practices. It specializes in retirement and wealth planning for affluent families, with guidance on investing, taxes, longevity, and wealth preservation. He holds the Certified Financial Planner and Wealth Management Certified Professional designations. Kam-Lin Hill serves as executive vice president and oversees organizational and financial operations, while Peter C. Van Der Voorn, a relationship manager, has been with the firm since 2000. The firm describes itself as a fiduciary and says the scope of its services is set out in a written agreement for each client. It also publishes a Form CRS and a disclosure brochure. Its materials note that it works with clients through life transitions such as retirement, divorce, and the death of a spouse. Other firms of this type are listed in the US investment advisers directory.

Key Facts

Assets Under Management

$225.81M

Employees

4

SEC File Number

801-107130