Fiduciary Investment Adviser

Investing With A Moral Purpose For both now & later... even beyond
SINCE 2001, ClIENT TO ADVISER RATIO 40 : 1 FOR EXTREME CLIENT SERVICE
- The scariest economic plan may be the one never fully completed -

Multi-Generational Focus

Our two-generation-team of three (one is a Marine Corps veteran) advisers are laser-focused on providing each client a personal long term experience instead of a call center session with a stranger (with whom they may never personally meet) reading AI answers from a cookie cutter scripted screen. Maintaining a traditional American ethics + heritage objective discipline, our in-house, closed-system SCARi1 Economic Intelligence can be leveraged, in tax-efficient manner, for multiple generations, realizing that we all were born with an expiration date.
 - Human-to-human old school personal economic care using modern tools-

Where Traditional American Ethics Intersect With Heritage Objectives Using Capital Markets For Reaching Specific Tax Advantaged Objectives...
 Since You Will Expire But Your Assets & Wealth May Not!

To Schedule A 15 Minute Chat

Fill in your details and we will be in touch shortly.

 100% Fiduciary, 100% Of The Time
This is in keeping with our SCARi1 Economic Planning focus of: 
 -Ethically, Knowing What You Own, And Why You Own It-
 Since 2001 Client to Adviser Ratio 40 : 1 
 Matthew 25:29 "For to everyone who has, more will be given, and they will have an abundance. But from the one who does not have, even what they have will be taken away." 

Portfolio Audit, LLC Fiduciary Investment Adviser CRD # 118549
20+ Year Registrations In Florida & Tennessee 
CRD # 2614944
For More Information, Head Over To:
https://rothanation.us/r-a-n-intro

PRIVACY STATEMENT
UNDER NO CIRCUMSTANCES WILL THIS FIRM DISCLOSE ANY CONFIDENTIAL OR NON- CONFIDENTIAL INFORMATION ABOUT CLIENTS, CUSTOMERS OR CONSUMERS- CURRENT OR FORMER- TO ANYONE NOT AFFILIATED WITH THIS FIRM, EXCEPT AS REQUIRED BY LAW OR EXCEPT AS IS NECESSARY FOR THE FIRM TO PROVIDE ITS SERVICES TO YOU. FOR EXAMPLE, THE FIRM ROUTINELY SHARES YOUR CONFIDENTIAL INFORMATION WITH THE CUSTODIAN OF YOUR ACCOUNT(S) AND THE FIRM’S SERVICE PROVIDERS. WE CATEGORICALLY REJECT THE PRACTICE OF FIRMS SAYING THEY ARE “FEE-ONLY” AND THEN FOR A FEE, SELL CLIENT INFORMATION TO OTHERS; INSURANCE BROKERS, ACCOUNTANTS, ATTORNEYS, SISTER DIVISIONS, BANKERS, REAL ESTATE SALES PEOPLE, ETC…

 SMS Messaging Terms of Service 1. Our terms allows our financial advisory offices and our clients to converse and exchange SMS messages in a legally compliant manner. Message topics include support, appointment scheduling, account management, informational campaigns, and general customer interaction. 2. Clients can cancel the SMS messaging at any time. Just text "STOP" to the phone number. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just let us know as you did the first time and we will start sending SMS messages to you again. 3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at tom@portfolioaudit.us. 4. Carriers are not liable for delayed or undelivered messages. 5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive varying message frequency as the messaging is conversational in nature. If you have any questions about your text plan or data plan, it is best to contact your wireless provider. 6. If you have any questions regarding privacy, please read our privacy policy, above.
Portfolio Audit, LLC Fiduciary Investment Adviser© Copyright 2026 Portfolio Audit, LLC Fiduciary Investment Adviser All registered trademarks herein are the property of their respective owners.