Creative Solutions for Investment Planning, Retirement Planning & More

Over Three and a Half Decades of Experience Serving the Pensacola, FL Area

We invite you to take a few moments to learn more about Money Professionals, LLC. Our portfolio management services are on a fee-only basis; and we act as fiduciaries, which means that we must always do what is in your best interest.

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 professional fiduciary firm firm can benefit you and your financial future, we invite you to contact us for a no-cost, no-obligation consultation.

Over Three and a Half Decades of Experience Serving the Pensacola, FL Area

We invite you to take a few moments to learn more about Money Professionals, LLC. Our portfolio management services are on a fee-only basis; and we act as fiduciaries, which means that we must always do what is in your best interest.

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 professional fiduciary firm firm can benefit you and your financial future, we invite you to contact us for a no-cost, no-obligation consultation.

Wealth Watch
October 31, 2021
Tesla's founder, Elon Musk, galloped well into the lead of world's richest person, now worth almost $300 billion. Meanwhile, buying bonds tied to real estate in China could produce a 20% return.
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Wealth Watch
October 24, 2021
The S&P hit its 55th record close of the year, a terrific result for that allocated element of our current account balances. Plenty of reasons exist to support continued gains in stock prices.
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Screenshot of Riskalyze software

Do you know your risk number?

Screenshot of Riskalyze software

Risk Number® technology mathematically calculates a client’s true risk tolerance, built on a scientific framework that won the Nobel Prize for Economics. This Risk Number replaces subjective terms like “conservative” and “aggressive.”

By taking a 5 minute quiz, we will be able to align your current portfolio with your true investment goals and expectations, as well as your objective risk budget.

This technology gives our clients an edge in understanding risk. Find out your risk number today.

What's Your Risk Number?

Professional Financial Planning Services

Our Services

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. Includes:

  • Personalized Portfolios
  • Tax-Efficient Investment Strategies
  • Active Investment Management & Ongoing Monitoring
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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. Includes:

  • Capital / Wealth Preservation
  • Income Production in Retirement
  • Growing Assets for Future Needs
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Want a no-cost and no-obligation consultation?

Please fill out the form below and a member of our team will reach out to you shortly to schedule your free, no-obligation consultation.