ProActive Advisors is a Fee-only, Fiduciary Advisory firm helping clients grow and protect their wealth with sound financial advice & guidance. We provide family financial planning, retirement planning, investment management, estate and tax planning services. Clients can engage us on a project basis or have us implement, monitor, and provide on-going management. ProActive Advisors was founded by a Morningstar recognized Five Star Fund Manager who developed our investment management discipline over 15 years ago. Our proprietary Total Return approach seeks to capture Interest + Dividends + Capital Gains while pro-actively managing risk to protect principal. Visit our website to learn about our market-tested approach to improving outcomes.
