Robert J. Reed| CFP®
Personal Financial Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- High Net-Worth Clients
- Advising Medical Professionals
Covington, LA 70433
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Robert J. Reed has been providing financial and estate planning services to individuals and businesses since 1978. He earned his bachelor’s degree from the University of Alabama in 1971. He has been licensed to use the Certified Financial Planner certification since 1981. Bob is a member of the National Association of Professional Financial Advisors (NAPFA), the fee-only financial planning organization. He was the first NAPFA member in Louisiana and continues to the Fee-Only financial planner certification mark designed to reduce consumer confusion about the identity of true Fee-Only financial planners.
He has contributed to articles for Money magazine and other financial publications. He was cited as “one of the most qualified financial planners in the United States” in Money magazine in 1987 and 1988, and in Worth magazine’s list of top financial planners in 1997 and 1998. Medical Economics has chosen Reed for their listing of “America's Best Financial Advisors”. He was named one of America's "Top Wealth Managers" by Bloomberg magazine in 2002 and 2003. He is a life member of the National Registry of Who’s Who published in the 2001 edition.
Bob is a member of the Tuscaloosa Rotary Club and is a Past President of the Covington Rotary Club. In addition, he has held Board positions for numerous civic and professional organizations. A native of Montgomery, Alabama, Bob and his wife Camille, have two children, Olivia and Bryson.
Welcome to Personal Financial Advisors, LLC. We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana, and our satellite office in Tuscaloosa, Alabama. Or, thanks to technology, from anywhere around the globe.
WHAT MAKES US DIFFERENT
We believe in the power of personal financial planning and the process of tailored investment solutions. Because it’s personal, we help clients achieve their goals in a conflict free environment focused solely on our clients' objectives. We have years of planning and investment experience and a commitment to service.
We believe in basing financial decisions on information and guidance that is clear, objective and personalized.
Where other firms can profit by recommending certain products and solutions; our fee-only structure helps to ensure that our clients receive advice that is purely in their best interests. And while some use a cookie-cutter approach in recommending financial planning and investment management strategies and solutions, we treat each client as an individual.
We are committed to doing our very best to thoroughly understand your unique needs and then recommend the best, lowest-cost strategies and solutions to enable you to reach your financial goals.
HOW WE HELP
Our team of NAPFA - Registered Financial Advisors has the expertise and experience to help you navigate through even the most unique financial opportunities and challenges. Our services include:
- Retirement Planning and Cash flow Guidance—helping you manage what comes in and what goes out with an eye toward reaching long-term goals.
- Insurance Planning—protecting your financial future against unforeseen trouble.
- Tax Planning—taking steps to ensure that you keep as much of your wealth as possible.
- Estate Planning—minimizing estate taxes and ensuring that your wishes will be carried out smoothly.
- Investment Planning—Ensuring your investments are allocated to meet your long-term financial planning objectives.
YOUR TRUSTED ADVISOR
Since Personal Financial Advisors' founding in 1999, we have been committed to helping our clients make informed and objective decisions that significantly improve their lives. We look forward to helping you to achieve your unique goals.