PFA's goal is to assist you in every aspect of your financial life.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Open architecture investment platform provides the most flexibility to invest your portfolio.
Total Wealth Management incorporates all aspects of your financial life to provide a complete picture.
Mark Donaldson, CFA and Steven Cox, CFA have over 50 years of experience in the investment industry to help you address your financial goals.