Investment Management & Financial Planning
for Money in Motion Events
Retirement
Business Sale
Inheritance
Seeking a New Advisor
Clarity
Wisdom
Purpose
The confidence your money is looking for™
A TRUSTED GUIDE
You shouldn’t have to navigate the financial jungle on your own.
Focused on you
Your advisor ought to be attentive and responsive.
Collaborating with you
You deserve a fiduciary advisor, not a financial salesperson.
Your guide for money in motion events
Retirement
Business Sale
Inheritance
Seeking a New Advisor
How we help you accomplish your goals
Your path to clarity
Step 1
Schedule a 15‐minute get acquainted call
Step 2
A 1‐hour in‐person or virtual meeting that adds value
Step 3
Investment strategy and/or financial plan overview
We’re here to serve, not sell
P&A made the CNBC Financial Advisor 100 List for 2019, 2020, and 2021.
We understand the concerns you may have
Who is P&A?
While we don’t have the name recognition of major Wall Street firms, we don’t have the baggage either. Our fee-only business model is a big reason why.
Will it cost me a lot?
Unlike most financial advisors, we don’t sell products or earn commissions. We have an incentive to keep your investment costs low.
Who will hold my money?
Having an independent, third-party custodian is important. Charles Schwab is our preferred home for client assets.
Blog
Online access
In today’s world where everything seems to be online, you might be hesitant to set up yet another...
Smells like new pencils
It’s that time of year again – Back-to-School! As a kid, I loved summer, but I always looked...
I’d like a second opinion
Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world...
