Broker Check

Our Firm

Who is Portfolio Advisory Associates?

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.

 

Have A Question?







Thank you! Oops!

Recommended Content

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.