Investment Management

You will have the power of seasoned financial professionals on your side, who will select and implement proven long-term strategies that align with your goals. We'll meet with you regularly to discuss your progress and will be there when you need us.

We are an Independent Registered Investment Advisor.
As fiduciaries, we are legally required to act in your best interest.
We offer stocks, bonds, ETF's, mutual funds, and specialized investments.
We have easy online access.
We are a low cost, fee-only, no hidden expenses firm.
We offer rebalances/strategy changes when appropriate.

Schedule a time to connect with us. We’ll take time to get to know you and create a strategic portfolio tailored to your needs.

PFA and its representatives are in compliance with the current registration requirements of those states in which PFA maintains clients. PFA's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the PFA website on the internet should not be construed by any consumer and/or prospective client as PFA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet.