We are educators. We help you learn what you don’t know and then apply what you learn. We specialize in helping families successfully meet the challenges of growing, protecting and distributing their wealth. PFS was designed to provide a full breadth of financial services for generations to come and as young professionals gain experience, our promise of continuity is achieved.

We are large enough to provide all the resources you need, but small enough to give you the highest level of personal service. We are independent. We have no financial obligations to anyone except our clients. Our compensation depends upon the success of your investment program or upon fees charged for professional services we provide on your behalf.

You remain in charge of your assets as our team helps you make informed and educated decisions to preserve your wealth and secure your family’s future.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.