P&A has a new website!

We live in a digital world that bombards us with notifications, breaking news, and casino-like noise. Because we are constantly filtering through so much information, our attention spans have become much shorter. With this in mind, we have redesigned our website to address the following content in a more succinct way:

  • Who we help
  • How we help
  • Our fees
  • What makes us different
  • Why P&A exists

Additionally, our enhanced blog post section will be of interest to current clients, allowing you to search for content using keywords or sort posts by specific categories (P&A Articles only, etc.).  You can also access your P&A Client Portal directly through our site, both on our homepage and under the Resources tab.

Lastly, we made the verbiage on our website easier to digest.  Therefore, if you have friends or family who might benefit from our services, you can now confidently suggest they “visit the P&A website” to learn more!

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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