Petra Financial Advisors

At Petra, we believe that change in life is guaranteed. Throughout life, countless transitions occur. Some are at work, like a job restructure or selling your business and retiring. Other transitions happen at home, such as the loss of a loved one or planning for your family's future. Whether the changes are personal or professional, happy or challenging, a knowledgeable hand is essential, paving the way for a successful and smooth transition.

Petra Financial Advisors, Inc. is a fee-only financial planning and investment management firm in Colorado Springs, CO. Petra provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life's transitions.

As a fee-only, fiduciary, and independent financial advisory practice, Petra is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.Petra serves clients across the country, with client concentrations in Colorado, Santa Barbara, CA; Phoenix, Scottsdale and Tucson, AZ; Seattle, WA; and Portland, OR.

We will help you imagine and articulate what you desire most for you and your family, both now and in the future. Together, we will consider where you are today and assist you in identifying any gaps that exist between what you have and what you imagine for your future. Studies show that families who remain strong and united for generations combine financial planning, estate planning, and heritage design.

During our Alignment Conversation, we seek to define and clarify the outcomes you desire, looking to answer the question, "Where do you want to be tomorrow?" At the end of this conversation, we determine together if there is a good fit between Petra's services and your desired outcomes. Below we describe how the Petra's Proven Process looks for Year One.