Nurturing Our Clients’ Financial Future

Preferred Planning Associates (PPA) is an independent and full-service team of financial planners offering unbiased and objective advice. Our vision is to be your premier financial planning team, offering personalized solutions for your current needs and long-term investment goals. We take great pride in offering exceptional client service and making a difference in our clients’ lives. At PPA, we listen to your values and needs, help you define your goals, and work closely with you to create a personalized solution best suited to your unique situation. Just as a tree changes and sheds its leaves annually, we expect your life to have seasons as well. We are committed to continually monitoring your financial progress and revising your portfolio as needed, while guiding you each step of the way.

Branching out into the Community

At Preferred Planning Associates, we are deeply planted in the heart of the community. As our dedication grows within our firm and individual associates, our commitment and involvement continues to branch out to numerous activities and non-profit organizations. Through our core values and strong ethics, we are devoted to staying involved and improving the overall well-being of the community.

The Rings of Our Tree

The rings of a tree are nature’s way of marking the passage of time. The seed of our firm was planted over 30 years ago and has grown into a strong and respectable organization. The strength of our roots is derived from our industry experience, knowledgeable and diverse team of associates, and the support of our broker-dealer. You will see the value of working with independent and experienced advisors you can trust. As our firm and roots continue to grow stronger, we will remain committed to staying your trusted advisors – one of the first people you call when life changes.

Alliance of Independence

At Preferred Planning Associates, we value independence, which is why we have aligned with one of the most respected independent broker-dealers in the industry to offer a wide variety of financial services to help our clients obtain their goals. Our independence allows us the ability to focus more time on our clients and their unique needs. We are not affiliated with any insurance or investment companies, and therefore are truly objective in the advice and products we recommend.

We invite you to become acquainted with our advisors and associates on the Our Team page.