A TRADITION OF SERVICE
Palm Beach Financial Advisors ("PBFA"), established in 1999, is a company with old roots. That may sound like a contradiction but it is very meaningful once you become familiar with our history. PBFA was formed to provide investment advisory and financial planning services to clients in Southeast Florida. Most of our clients also use the services of our parent company, a firm of Certified Public Accountants that was formed in 1973. Our management committee consists of four individuals, all Certified Public Accountants, each having 25 or more years experience in the financial services profession.
We realize a successful client relationship is dependent on many factors - keeping our promises, responsiveness to our clients` needs, technical expertise, and many others. Most important however is maintaining our client`s trust - a trust we earn by always placing their interests ahead of our own. Our "Mission Statement" clearly states our professional approach to financial planning, our philosophy for client service, and our goals for a successful client relationship -
"We believe a comprehensive financial plan, emphasizing a disciplined, long-term investment philosophy, isthe best path to financial security.
Our duty is to provide independent, objective advice in the design, implementation and on-going development of that plan.
Our goal is to provide such exemplary service that you will enthusiastically recommend us to your family and friends."
Palm Beach Financial Advisors, Inc.