Providing Exemplary Legal Services
At Personal Wealth Advisory (PWA), we understand that every individual and family has unique financial goals and aspirations. As a comprehensive financial services firm, we are dedicated to helping you make wise financial decisions that align with your personal values and goals.
Our Clients
Our clients are busy professionals, business owners, educators, and families who are approaching retirement or have already retired. They are individuals who value their relationships with their families and communities, and who are committed to making informed financial decisions that align with their values and goals.
Our Process
At PWA, we believe that a comprehensive financial plan is essential for achieving one's goals. Our team of experienced professionals takes the time to understand your individual circumstances, goals, and values. We work collaboratively with you to develop a personalized financial plan that addresses your unique needs and aspirations. Our process is designed to ensure that you feel confident in your financial decisions and that you are empowered to make wise choices.
Our Team
Our team is led by experienced professionals who are dedicated to helping individuals and families achieve their financial goals. Our team includes:
- Christopher J. Miller, CIMC
- Steven F. Bell, CFP, ChFC
- Andrew S. Barninger, CFP, CDFA, CEPA
Why Work with PWA?
At PWA, we believe that financial planning is not just about numbers and spreadsheets, but about helping individuals and families achieve their goals and aspirations. We take the time to understand your unique circumstances and develop personalized financial plans that align with your values and goals. We provide ongoing support and guidance to ensure that you stay on track and achieve your financial objectives.
Our Services
At PWA, we offer a range of financial services designed to help individuals and families achieve their goals. Our services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Our Mission
Our mission is to help our clients make wise financial decisions so they can reach their personal goals within the framework of their values. We are committed to providing personalized service, expert guidance, and ongoing support to help you achieve your financial objectives.
