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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

9 Facts About Social Security

There are things about Social Security that might surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.