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Welcome

PFA's goal is to assist you in every aspect of your financial life. 

"Helping Clients Prudently Manage Their Resources"

Our
Philosophy 

We create strategies that are tailored to your needs and goals.

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Financial
Planning 

Years of experience have prepared us to guide you through your life transitions.

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Investment Management 

Open architecture investment platform provides the most flexibility to invest your portfolio.

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Total Wealth Management 

Total Wealth Management incorporates all aspects of your financial life to provide a complete picture.

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Experienced Professionals 

Mark Donaldson, CFA and Steven Cox, CFA have over 50 years of experience in the investment industry to help you address your financial goals.

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