Certified Wealth Strategist
Portfolio Advisory Associates (PAA) is an independent financial services firm that is expressly committed to helping our clients build lifetime wealth management systems. We understand that the way to build these systems is to work closely with our clients and their trusted professional advisors.
What does being independent mean? Being independent means simply that we are self-employed, independent business people providing a variety of services, support, advice and financial products. We do not represent or work for one company, but are free to select from among industry leaders when necessary to meet your changing needs. Securities and investment advisory services are offered through First Allied Securities.
Whom does PAA serve? Individuals, corporations, small businesses, estates and trusts, and non-profits.
We aim to help you plan and address your personal financial goals. We are independent, objective, impartial and flexible. Since we do not represent or work for one company, we are free to select some of the best solutions for your changing needs.
Above all, we have a total commitment to serve you.