Dave Forbes, CFA, CFP®
(888) 636-6300

Since 1976, Petra Financial has existed to serve and provide consistently exceptional work to our clients, many of whom are doctors like you.

Why is Petra a fee-only firm in a world of commission-based financial professionals? In the same way a doctor would never accept a commission from a pharmaceutical company for prescribing select medicines, we reject accepting commissions from the selling of financial products. We believe those financial advisors who do so create a conflict of interest, perceived or real.

As you seek to create a bond of trust with your patients, Petra Financial seek a bond of trust with those we serve. Fee transparency and alignment is critical to establish that bond. The only compensation we receive is directly from our clients. We believe this best aligns our interests with those of our clients.

We strive to be a key trusted professional helping you achieve your dreams, goals, aspirations, and desired outcomes. Much as you would not recommend a DIY (Do-It- Yourself) approach to medicine and health, we also encourage you to not approach your finances in the same DIY manner. A DIY approach to medicine can cost one their life; the other can cost the quality of life one seeks to have.

At Petra Financial, our goal is to help you imagine, design, and achieve the future you envision for you and your family. Click here for more information.

Submit your review

Create your own review

Petra Financial Advisors
Average rating:  
 0 reviews
Call Now Button