Professional Offerings

Providing investment and wealth advisory services to individuals and families seeking thoughtful and comprehensive solutions to help them meet their financial goals.

QFA Private Wealth Advisory

For The Benefit Of:

  • High Net Worth Clients

  • Business Owners

  • Retirees & Fixed Income Seekers

  • Alternative Asset Holders

  • Growth-Oriented Investors

Providing objective and highly customized advice designed to simplify the unique and often complex elements of managing large pools of capital.

QFA Institutional Advisory

For The Benefit Of:

  • Private Foundations

  • Nonprofit Organizations

  • Family Office Support Services

  • Ultra High Net Worth Clients

  • Customized OCIO Services

Offering retirement plan advisory services, including investment consulting and employee education, enabling plan sponsors to meet fiduciary obligations while delivering a competitive retirement program to employees

QFA Retirement Plans

For The Benefit Of:

  • Corporate Retirement Plans

  • 401(k) & 403(b) DC Plans

  • NQDC Plans

  • Profit Sharing Plans

  • Plan Participant Education

Financial Planning

Our financial planning services are designed to provide you with a clear and actionable roadmap to achieve your financial goals. Our advisors work closely with you to understand your unique financial situation and goals, ensuring that every aspect of your financial life is optimized for success.

We provide assistance with:

Tax Plans

529 Plans

401(k) Planning

Business Planning

403(b) Planning

Family Office

College Plans

Succession Planning

Trust & Estate Planning

Cash Flow Analysis

Financial Performance

Money Purchasing Plans

Financial Performance

Retirement Plans

Profit Sharing Plans

Education Plans

Cash Management

Financial Statements

Estate Plans

We assist you in navigating your financial journey to help you achieve your goals.

Investments

At Quantum Financial Advisors, we specialize in providing comprehensive investment services tailored to meet your financial goals. Whether you’re planning for retirement, saving for education, or looking to grow your wealth, we’re here to guide you every step of the way.

We provide assistance with:

Common Stock

Mortgage Backed Securities

Interest Rate Derivatives

Asset Backed Securities

SEP IRA

REITs

Preferred Stocks and Investments

Real Estate

Educational IRA

Corporate Bonds

ETFs

Bonds

High Yield Bonds

Treasury Bills

Mutual Funds

Government Securities

Treasury Notes

Mortgage Derivatives

Private Placements

Traditional IRA

Roth IRA

Money Markets

U.S. Treasuries

Simple IRA

Areas of Specialization:

Registered Investment Advisors (Fee Based and Hourly):

  • Provides information for decision making pertaining to individual financial matters as well as actively managing accounts.

Consultant Providing Counseling Services to Small Businesses (Fee Based and Hourly):

  • Researches, evaluates and recommends retirement plans (401k, 403b, SEP-IRA, SIMPLE-IRA), defined benefit plans, health plans, disability plans, etc.

Lending Consultant (Fee Based and Hourly):

  • Assists clients with commercial and residential financings and setting up Pledge Asset Lines (PALs).