Always on your side, never a commission.

Schedule a Consultation »
 

Always on your side, never a commission.

Schedule a Consultation »
 

Always on your side, never a commission.

Schedule a Consultation »
 

Financial advisors who are always on your side, and never charge a commission.

Schedule a Consultation »

A commitment to responsibility and sustainability

At PFA, we recognize the critical importance of Environmental, Social and Governance issues.  We strive to consider these issues in all areas of our business, including our investments and our stakeholder and community relations. 

We believe every company should be held accountable to its stakeholders – not just its stockholders. Responsible companies are committed to sustainable business practices that benefit their client’s, employee’s, communities, and environment. We strive to benefit our stakeholders in all areas of our business, and we expect the same from the companies we invest in.

Click HERE to read more about ESG investing.

LEARN MORE »

What is a Fee-Only Fiduciary?

In the financial planning industry, there are many ways advisors are compensated. As “Fee-Only” financial advisors, we do not receive or accept compensation from any source other than our clients. We believe transparency is paramount and while no compensation structure can remove all potential conflicts, this is the best way to provide our clients with a clear understanding of what they are paying for our services. Our promise to you is that we will never hide our fees.In fact, you can CLICK HERE to see exactly what they are.

LEARN MORE »

Our Team

Our team is comprised of talented, interesting individuals. Click through to find out what our team is up to in our personal and professional endeavors.

Read More »

Our Services

The journey to financial health isn’t always easy, but our CERTIFIED FINANCIAL PLANNERS™ can help you begin taking steps in the right direction with our Asset Management, Financial Planning, and Wealth Management Services.

Go Now »

PFA Ponderings

Want to know more about fee-only fiduciaries, reverse mortgages, or buying versus renting a house? Each week, PFA is giving you the scoop on a variety of personal finance topics.

Read Now »