Professional Wealth Advisors, LLC
15003 S. Route 59, Plainfield
We are a boutique independent wealth management firm providing fiduciary guidance for business owners and executives, independent women, retirement plans, endowments and foundations.

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Our providers

Peter Wilmot
We are a boutique independent wealth management firm providing fiduciary guidance for business owners and executives, independent women, retirement plans, endowments and foundations.
Steve Potts
We are a boutique independent wealth management firm providing fiduciary guidance for business owners and executives, independent women, retirement plans, endowments and foundations.
Josh Gerry
Sue Moser
David Herbst
Kristen Fox

Our services

Thirty Minute Phone Appointment
We are a boutique independent wealth management firm providing fiduciary guidance for business owners and executives, independent women, retirement plans, endowments and foundations.
30 minutes
Thirty Minute Introduction Appointment
30 minutes
Progress and Review Meeting
1 hour