Personal Financial Advisors, LLC
Personal Financial Advisors, LLC has three fee-only advisors. Robert Reed, CFP, is the Chief Investment Officer and manages our clients' portfolios while Lauren Lindsay, CFP, serves as Director of Financial Planning. Joan Cox is our Senior Financial Advisor focusing on financial planning as well. We are happy to offer one or both services to our clients, depending on their needs and goals. We offer a free "Get to Know Us" session to all prospective clients to see if we might be a good fit for you and your financial goals. Please visit our website at www.MyPFA.com for more information on our firm.