top of page

What We Do

Do you

  • know you need to invest but aren't sure how best to do it?

  • save and invest regularly but have not looked at your entire financial picture in a comprehensive way?

  • know about asset allocation but not systematically aligned your investing strategy with your objectives?

  • want a second set of eyes to review what you're doing but are nervous about financial advisory?

  • want to ensure that the financial advice you are receiving is unbiased and aligned with you?

  • want to optimally position your existing assets or business for an eventual sale/investment?

If the answer to any of these is "Yes", then PVA may be able to help you.

In short, we help clients develop financial plans and implement investment strategies that align with their goals, time horizon and risk tolerance.

How We Do It

We understand that many people are intimidated by financial consulting and often don't know where to start.

For those who are only interested in financial planning:

We begin every relationship with a stress-free, hassle-free, cost-free review of your financial position and goals. Once we get a sense for your financial picture, we'll tell you how we think we can help you and how to best position yourself to achieve your goals. After that, the decision is yours! You determine how much time you want us to spend on accomplishing your goals and how hands-on you want us to be.

For those who are interested in professional investment management:

We begin by understanding your goals and risk tolerance. We then develop an investment strategy and asset allocation model based on your individual situation and preferences. We identify investments that suit your needs and manage those investments for you on an ongoing basis, making adjustments as life and the markets throw curve balls.  

Why Choose Us

We don't try to hit home runs. We don't try to ride the wave. We strive to offer practical advice by providing a valuable investment strategy with aligned interests since we want your money to work for you.

We follow "The Fiduciary Standard of Care" which requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice. Seems pretty straight-forward but it's amazing that not everyone follows this.

Many other firms have ties to the investment vehicles they recommend and are incentivized to promote certain products over others. PVA is completely INDEPENDENT and only recommends investments that are truly in your best interest.


Practical, Valuable & Aligned

Business Meeting
Business Meeting
Crossing the Finish Line

Introductory Consultation

Virtual, no-cost and educational

During the no-cost, stress-free introductory consultation, we will learn about you and your goals. We will share our planning and investment philosophy, explain our services and share a sample financial plan.

Strategic Planning Session

Develop Your Plan

Once engaged, we will collect all of the relevant information through questionnaires and interviews. PVA will then create a comprehensive financial plan that lays out all the steps to meet your goals and outline our investment advisory services, if desired.

Plan Implementation & Tracking

Achieve Your Goals

After the comprehensive financial plan is delivered, we will schedule follow-up appointments to track progress and to update the plan and/or investments to account for all the changes that happen in your life and in the financial environment.

bottom of page