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 and 2020
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
SHIP Medicare Minute – September 2021
P&A will be posting articles of interest and Medicare-related documents to our blog. You can...
Mass-produced financial advice
Not to be confused with quick lube financial advice, mass produced financial advice is what you...
Complimentary Services
It’s time once again to go backstage at P&A! In addition to managing investment accounts and...
