Financial Advisor, Fresno, CA
Portfolio Advisors - Welcome to our Family
When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago.
We invite you to spend a little time exploring our website and learning about our client experience process, our strategy, and philosophy. Answers to the five most frequently asked questions can be found in our FAQ area. If you are not already a client, we hope that you will consider joining the Portfolio Advisors family.
At Portfolio Advisors, "we develop strong personal relationships with our clients and bring clarity to financial issues important to them. We provide insight leading to solutions to help them achieve lifelong goals, and we partner together in implementing a plan to do just that!"
We believe a finanical advisor should be more than just an investment manager, instead, your financial advisor should be a long-term partner who stands shoulder-to-shoulder with you as you overcome challenges and reach your most important objectives.
We are a fee-only comprehensive planning firm and do not receive commissions from the sale of finanical products. Our only objective is to help you reach your goals. We provide investment and planning services in a wide range of areas including:
- Retirement Planning
- Investment Strategy
- Risk Management
- Education Funding
- Estate Planning
We assist many of our clients in all of these areas and more through our comprehensive planning work. We develop and implement a plan that covers all areas of your financial life, which allows us to minimize threats and help you achieve your most important goals.
Life can change quickly as unexpected events such as the loss of a loved one, job loss or a large unplanned expense can occur. As your life changes, so too may your goal, needs, and financial plan. We believe a financial advisor shouldn't provide a one-time service but instead should be a partner. We meet with you and your family on a regular, ongoing basis to review your plan and goals, track progress, and make necessary changes.
At Portfolio Advisors, we develop and implement custom strategies based on your unique specific objectives and concerns. Our investment strategy is based on your personal tolerance for risk and personal objectives.
Finally, we believe that we best serve our clients by providing objective advice on a fee-only basis, receiving payment only from them, not third parties selling commissionable products.
This compensation arrangement helps to ensure that the focus is entirely on your goals and needs and is not influenced by commissions or trading fees. Instead, our only motivation is to provide you with the service and guidance you need to meet your financial objectives.