Propel Financial Advisors provides personalized financial planning and investment management for individuals, families, and small businesses. Guided by clients’ values and goals, the firm develops tailored strategies and custom portfolios, aiming to help people make confident financial decisions and build a more secure future. Its planning services analyze financial situations, assess possible scenarios, and identify paths toward goals such as retirement and balancing college savings. Investment management focuses on long-term growth, income, and tax-planning flexibility, with ongoing evaluation of investment options and portfolios.

For small businesses, Propel designs and manages retirement plans and supports plan participants with investment allocations and IRA rollover guidance. Available plan types include SEP IRAs, SIMPLE IRAs, self-employed 401(k)s, and 401(k)s. The firm states that it does not require minimum client account balances and emphasizes financial education and access to advice. Propel also offers client profiles, blog articles, podcasts, webinars, and newsletters covering personal finance, investing, and economic topics.