Money Professionals

  • Investment Management

    We select investments that are likely, over time, to meet or exceed that portfolio’s goal and yet remain within the identified risk tolerance while reflecting your individual concerns.

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  • Retirement Planning

    Investing during retirement is completely different from investing for retirement. The requirement to generate consistent and reliable income over the long-term changes the investment focus in a fundamental way.

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  • Specialized Services

    We can provide specialized management services for your Taxable Portfolios; ROTH and Traditional IRAs; Inherited IRAs; Annuities; Self-directed and Employer-sponsored 401k and 403b Plans.

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  • creative solutions

    Our financial forecasting tools assist us in identifying the minimum average annual return required of your portfolio to meet your specific goal for accumulation or income.

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Investment Management

We generally begin a relationship by assessing a new client’s financial situation, goals and desires, and the appropriate level of investment risk.

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Financial Planning

Money Professionals LLC offers both comprehensive and goals-based financial
planning on an hourly fee basis or by retainer.

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Welcome to Money Professionals, LLC!

We invite you to take a few moments to learn more about Money Professionals, LLC. As a fee-only advisory firm, we do not sell financial products of any kind, nor accept commissions from any source.

Our commitment to forming long-term relationships with our clients provides the foundation of our firm's business model. If you are ready to see how working with a "fee-only" firm can benefit you and your financial future, we invite you to contact us for a no-cost consultation.

Money Professionals, LLC is a state-registered investment advisory firm located in Pensacola Florida. Money Professionals, LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Money Professionals LLC's website is limited to the dissemination of general information pertaining to its investment advisory services.Please contact Money Professionals, LLC at 850-433-5830 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Money Professionals, LLC does not and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Money Professionals, LLC representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Our Approach

We believe that an individual’s investment approach must be appropriate with respect to the current financial situation and to long term needs and goals. Acceptance of inordinate risk is inappropriate and unnecessary.

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Who We Are

Money Professionals LLC is a fee-only advisory firm, which means that we do not receive any commission or compensation from any investment that is placed in your portfolio or from any third party provider.
We work for you!

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