PREISZ FINANCIAL
SEC RegisteredYour Future... Our Passion.
About the firm
At Preisz Financial, we are passionate about helping you pursue and preserve financial independence. As a Registered Investment Adviser (RIA), we are independent with no proprietary products, adhering to a strict fiduciary standard of care and offering complete transparency. Our company was founded upon principles that place the utmost value on our clients' financial goals and objectives, building long-term, solid relationships based upon trust and quality client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
401k advisory, wealth management, financial planning, investment management, and employee benefits for business clients including life and disability insurance, 401(k) and profit-sharing plans, executive compensation, and business continuity plans.
Who they serve
Individual clients seeking financial independence and business clients with employee benefit needs, including business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 195 | $61M |
| High Net Worth Individuals | 49 | $93M |
| Charitable Organizations | 102 | $547M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PREISZ FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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