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...
The 15 best books I read in 2020

The 15 best books I read in 2020

With a limited menu of activities for much of the year, I found myself with more time to read. Here are the Top 15 books I read in 2020 categorized by topic. Leadership: The Ride of a Lifetime – Written by Bob Iger, former CEO of the Walt Disney Companies, this...
Don’t break the chain

Don’t break the chain

The calendar will turn over in less than two weeks, and with it a new year, a new beginning.  For many, this is a time of resolutions.  Five of the most common are to eat better, work out more, lose weight, make smarter financial decisions, and spend more time with...
Five ways we’ve recently helped our clients

Five ways we’ve recently helped our clients

In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial decisions. Qualified Charitable Distribution from an IRA – A QCD allows someone over the age of 70.5 to gift money out of their IRA...

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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