Professional Asset Strategies Investment Advisors and Wealth Managment Birmingham Alabama AL Fee-Only Dimensional Fund Advisors DFA
Professional Asset Strategies fee only wealth management approach allows us to invest our client’s futures using modern portfolio theory to outperform the market with Dimensional Funds (DFA) and several other investment managers and vehicles.
Providing the following client services:
Consulting Services:
Estate Planning
Other Services:
Investment Management
Financial Planning
Retirement Planning
Expert Witness
Contact Information:
Firm Information
Professional Asset Strategies, LLC
Birmingham Office
3500 Blue Lake Drive
Suite 155
Birmingham, AL 35243
Phone:
(205) 298-1234
Fax:
(205) 298-1230
Firm Contacts:
Norman M. Berk , Certified Financial Planner, CPA, PFS, J.D.
205-298-1234
nberk@proassetsllc.com
Sandra M Cleveland , CFP(R), Certified College Planning Specialist
205-298-1234
scleveland@proassetsllc.com
Additional Offices
Additional Office 1
Binghamton Office
19 Chenango Street
Suite 202
Binghamton NY 13901
Phone: (607)238-7718
Fax:
Email:
Firm Contacts:
Harold Sasnowitz , MBA
(205) 298-1234
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