Our Vision

PPA’s vision, unconventional when the firm was founded in 2003 and still too rare today, is simple. We help our clients protect and build their wealth in a low cost, tax efficient manner. We keep our fees low so our clients can keep more of what’s theirs. We strive for simplicity and transparency in our approach, and believe one doesn’t need an advanced degree in finance to understand the key principles of thoughtful investing. We help our clients gain insight into the ways financial decision-making helps them express their values. We advise, educate and guide our clients so they understand their financial and life goals and how to build a bridge to reach them.