Quarterly Account Reviews

How We Pick Stocks

I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to...
Victories & Challenges: A Year in Review

Victories & Challenges: A Year in Review

One whole year, and what a year it has been! This week marks the anniversary of our work-from-home staff rotations in response to the novel coronavirus COVID-19 pandemic. Shortly after making this transition, we started publishing “COVID-19-free” blog posts in which...
P&A Spotlight: Brea Stithem

P&A Spotlight: Brea Stithem

P&A continues to grow, and with that growth comes our latest employee addition!  We are excited to have Brea Stithem on the team as our Director of First Impressions!  Brea will most likely be the first face you seen walking into our office or voice on the phone...

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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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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