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Your Financial Future with Portfolio Advisory Associates

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we at Portfolio Advisory Associates can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

To answer the question "What's my income in retirement?", we use a strategy called Income for Life. The objectives of the strategy are to (1) maximize income to maintain purchasing power, (2) minimize risk, (3) preserve principal, and (4) realize the best possible chance of achieving investment results. This strategy keeps assets invested over longer periods of time and minimizes the impact of emotions, taxes, and timing of when to retire. It also strives to address longevity risk of outliving your money.  Please see click on the link below for an informative video presentation on this strategy and how it may help you organize your finance.


Take Control of Your Finances

  • Track your total net worth on one screen
  • See how your investments are allocated at a consolidated level
  • Develop a plan to get out of debt
  • Establish an emergency fund
  • Protect your loved ones
  • Save for a big experience or purchase
  • Plan for retirement
  • Prioritize your goals 

You can do all this and more at the link below.  Try some of the tools on your own, or schedule a consultation to assist your overall financial planning.  

Take Control of Your Finances

Based in Rockville, Maryland in Montgomery County, we proudly serve clients all over the country.  We also have local presence in Bethesda/ Chevy Chase as well as Crofton and the surrounding Annapolis area.



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