The Benefits of Choosing PFA

Outstanding Customer Service
Our customers always come first.
You receive frequent proactive communication and contact, especially in volatile markets.
Everythiing we do revolves around the needs and desires or our clients.
Our fees are simple, fair, and competitive.
We strive to minimize portfolio expenses, increasing your net returns.
We provide to you our fees upfront so there are no surprsies.
No Conflicts of Interest
We are a fee-only advisor. We receive no commissions, fees, or kickbacks from external sources.
We do not sell products, we provide solutions.
Superior Investment Performance
Our knowledge, experience, and invested time helps us to choose better investments for your portfolio.
Our low fee structure allows you to keep more of your money and increase your net returns.
Sound Financial Plans
We have purchased what we believe is the best financial planning software in the industry, which creates for you a more realistic and accurate plan.
As affirmed in our mission statement, we will provide you the peace of mind that comes from knowing you have a plan that will help you achieve your financial goals.
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