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How We're Different

PFA is an independent, fee-based, Registered Investment Advisory (RIA) firm, comprised of Certified Financial Planners (CFP®) who deliver full-service financial planning and investment guidance to families and businesses or organizations.

Our Mission

We’re here to help clients live a more enjoyable life with help from smarter planning.

Your Path to Peace of MindGet Started

Resources

  • Check out our latest Blog Post

  • Visit our YouTube Channel

  • Subscribe to our Podcast

Got any questions? Please reach out.

We can help make retirement work for you.

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