Tempe, AZ Office

Petra Financial Advisors serves individuals (including high‑net‑worth clients), families, retirement plans, trusts, estates, family businesses and charitable organizations with comprehensive financial planning and discretionary investment management. The firm operates as a fee‑only advisory team and manages client assets on a discretionary basis for a mid‑sized advisor team.

Petra begins client relationships with a written financial plan and an Investment Policy Statement, then implements and supervises portfolios using a mix of fundamental, technical and cyclical analysis together with computer modeling for cash‑flow and tax projections. Portfolios may include mutual funds, ETFs, bonds, alternative investments and specialized strategies, and the firm will sometimes retain legacy holdings or select share classes to address custodial, tax or operational constraints.

Distinctive features include providing ERISA fiduciary retirement‑plan advisory and vendor‑oversight services in addition to individual planning, and offering project‑based engagements outside routine planning. The firm maintains institutional relationships with SEI, Charles Schwab, Fidelity and a trading partner that supply platform technology, research and marketing support — notably, SEI provides platform access, client pricing discounts and other non‑cash benefits that Petra discloses and which may create an incentive to recommend SEI’s solutions.