A complete list of active advisors currently associated with PVA Financial, LLC

Warmer can help you find a great advisor at PVA Financial, LLC or one who fits your needs even better.

PVA Financial is a state-registered independent investment adviser that provides financial planning, investment advisory services, and retirement plan consulting and management to individuals (including high-net-worth clients), trusts and charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm also offers Business Advisory Services for organizations, including consultative work around acquisitions, strategic positioning, and preparing businesses for sale, pursuant to written BAS agreements. The firm builds client-specific investment policy statements and implements customized asset allocations using a mix of passive and active instruments—primarily ETFs, mutual funds, and individual securities—and may incorporate alternative investments where appropriate. PVA routinely engages third‑party sub‑advisors and platforms (including tax‑aware personalized indexing, a customizable CANVAS portfolio platform, and option-based implementations) to access specialized strategies such as tax‑loss harvesting, long‑short equity approaches, and structured option activity. What is distinctive about this firm compared with many independent advisers is its regular work for corporate and charitable clients and its role advising and managing employer retirement plans under ERISA frameworks, as well as offering pension consulting and retirement plan management services. The firm’s use of sub‑advisor relationships for tax‑aware and long‑short strategies, its willingness to deploy option and margin techniques in limited cases, and its reported assets under management (approximately $118 million across about 46 client relationships) further differentiate its service mix from many peers.

To learn more about the advisors currently working at PVA Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.