When you refer someone to us, we regard it as a sign of trust and a compliment of the highest order. Referrals, after all, are the lifeblood of our business and are the largest source of new business for our firm. As such, you should know that we will do everything we can to meet and exceed the expectations of people you refer to us.


We have found that often referrals are a result of a “life change” which someone either anticipates or is currently experiencing. These “life changes” can be complex, and professional guidance is often helpful. They can include retirement planning, job transitions, inheritance, college and education planning, or the sale of a business or residence, just to mention a few.

It is at these times, when friends or an associate is experiencing a “life change,” that a referral to Portfolio Advisors may be of valuable service to them. We will do everything we can to make sure that your referral will be happy that you did.