Business Details
Your Trusted Partner for Financial Planning & Investment Solutions
Premier Financial Advisors has been dedicated to empowering individuals, families, and small businesses with comprehensive financial planning and investment advisory services for over 15 years. Our team specializes in fee-based asset management, retirement planning, estate planning, and risk management through tailored insurance solutions. With a focus on personalized strategies, we analyze clients' financial landscapes to deliver actionable recommendations that align with their long-term goals. Our affiliation with First Allied Securities provides access to a diverse range of investment products, ensuring a one-stop approach to managing wealth.Backed by FINRA/SIPC-registered professionals and led by industry expert Russell Bailyn, we prioritize transparency, ethical practices, and client-centric solutions. Our fee structure is asset-dependent, offering competitive rates for both portfolio management and standalone financial planning services. By combining decades of experience with continuous market analysis, we help clients navigate economic volatility and optimize their financial futures.
Services
Financial Planning
Investment Management
Retirement Plans
Estate Planning
Insurance Solutions
Highlights and features
- We offer 15+ years of experience in personalized financial planning and investment strategies.
- Our fee-based asset management adapts to your portfolio size and complexity.
- We provide comprehensive solutions spanning retirement planning, estate management, and insurance.
- Our team maintains FINRA/SIPC-registered compliance for securities and advisory services.
- We combine proprietary research with access to 40+ investment product categories.
Associations and certifications
- FINRA
- SIPC
Services
Fee-Based Asset Management
Our fee-based asset management service creates customized investment portfolios aligned with your risk tolerance and financial goals. We utilize a wide range of products including equities, fixed income securities, and alternative investments. With transparent pricing and regular performance reviews, we ensure your assets work efficiently toward long-term growth.
Financial Planning
We analyze your complete financial picture to develop actionable plans covering cash flow management, tax strategies, and legacy planning. Our $500 flat-fee service delivers written recommendations tailored to your unique circumstances. This includes retirement readiness assessments and risk management evaluations through insurance analysis.
Retirement Plans
We help individuals and businesses select and implement appropriate retirement vehicles including 401(k)s, IRAs, and defined benefit plans. Our expertise covers contribution optimization, tax advantages, and compliance requirements. We also specialize in 401(k) rollover strategies for transitioning professionals.
Estate Planning
Our estate planning service coordinates with legal professionals to ensure proper asset distribution and tax efficiency. We focus on creating durable financial frameworks that protect your legacy while minimizing probate complications. This includes beneficiary designation reviews and trust integration strategies.
Insurance Solutions
We offer life, disability, and long-term care insurance products to protect against financial risks. Our approach evaluates coverage needs based on family circumstances, income protection requirements, and business continuity planning. We provide term, whole life, and universal life insurance options from multiple carriers.
People
Russell Bailyn
Financial Advisor
Russell Bailyn is a certified financial planner with 15+ years of experience guiding clients through complex investment decisions. He holds FINRA Series 7, 63, and 65 licenses, along with life and health insurance certifications. Author of 'Navigating the Financial Blogosphere', he specializes in retirement strategies and portfolio optimization.
Questions
What services does Premier Wealth Advisors offer?
We provide financial planning, investment management, retirement strategy development, estate planning, and insurance solutions tailored to individual and business needs.
How are your investment management fees structured?
Our fees range from 0.75% to 1.5% annually based on asset size, trading frequency, and product complexity.
Can you help with retirement plan implementation?
Yes, we assist with establishing 401(k)s, IRAs, defined benefit plans, and other retirement vehicles for individuals and businesses.
What investment products are available?
We offer stocks, bonds, mutual funds, ETFs, annuities, life insurance, and alternative investments through our broker/dealer partnerships.
Are your advisors licensed and certified?
Our team holds FINRA Series 7, 63, and 65 licenses, along with life and health insurance certifications.
