Happy 25th Birthday to P&A!

P&A was born on 6/30/95.  We have faithfully forgotten to celebrate every year since then.  This year was no exception, but so far, the faux pas has not exceeded 24 hours.  I have never been good at calendars or birthdays, but this one should qualify as an exception.   Few businesses, marriages or rock bands can hang together this long.  A hearty congratulations to my original partner Dan Anderson, as well as my subsequent partners, Trey, Blake, Diane, Jon and Shane.  Distance makes the heart grow fonder, and we have actually missed one another during the pandemic.  Many of our clients have been with us for the full 25, an amazing compliment.

This year we promised ourselves a party.  Unfortunately, social distancing and our current remodeling will not let that happen.  Hopefully our friends and clients will receive an invite for something stronger than cake and ice cream before January rolls around.  In the meantime, happy birthday to everything P&A, all our clients, vendors and partners.  This has been a wonderful effort and hopefully can go another 25! 

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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 advocate for your best interests day in and day out. Our approach results in shared success.
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