Investment Management & Financial Planning
for Your 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 proactive 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
Helping 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 in 2019, 2020, 2021, & 2022.
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.
The P&A Blog
Using your IRA for charitable donations
If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½--or soon will be,...
When to expect your Schwab 1099 tax form
Now that 2022 is in the books, the focus turns to gathering the information needed to file your...
2022 – 4th Quarter Letter – How Pitch Trumps Google
The latest P&A quarterly letter to clients is available in PDF form. You can download it here.
