We make quality financial planning & investment management accessible at any stage of life. Whether you’re a baby boomer in need of a concrete retirement plan, a young professional establishing financial direction, or a millenial navigating student loan debt, we can help.
Financial Planning
Partner with PFA and you’ll be drawing on the expertise of our entire team of CFP® Professionals. No matter your stage in life, our Financial Planning Process will assist you in identifying goals, exploring possibilities, creating an action plan and executing to ensure your goals are realized.
Quality financial planning should be accessible. We charge an annual fee based on income.
Asset Management
PFA’s Investment Team will assist in matching your goals with an appropriate investment strategy and manage your assets. Our approach is built on transparancy, and because we never accept fees or commissions from investment products we utilize, you can feel confident that our management is objective, independent and provided only with your best interest in mind.
Our pricing is tiered based on the amount of assets we manage for a household. We do not require a minimum amount to manage assets.
Wealth Management
Wealth Management is simply the combination of Financial Planning and Asset Management. This is our most holistic offering for those who desire an ongoing partner managing all aspects of their long-term financial success.
Our pricing is tiered based on the amount of assets we manage for a household. The fee covers both Financial Planning and Asset Management Services. We require a minimum of $200,000 for this service.
IN-PLAN ADVICE
For over 20 years, PFA has a niche in providing holistic wealth management to higher education professionals. Are you an employee of one of the following institutions? Please contact us for your pricing.
