PVA Financial, LLC

Overview

PVA Financial, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor, is not described as a multi-state adviser, and does not act as a capital allocator (it does not appear to sponsor its own pooled investment vehicles). Custody of client assets is handled through Charles Schwab & Co., Inc.

Assets & Accounts

Investments & Alternatives

Location & Offices