About Us

PF ROBERTS & ASSOCIATES has a proven track record with high-net worth individuals. We handle complex financial issues and provide strategic investment advice that resonates with individuals accustomed to a high caliber of service. Our client retention is high because we deliver excellence, from equity trading and investment management  to customer experience. We never rest on our laurels. We stay abreast of current research and innovative technologies in order to deliver our best each and every day to each of our clients, no matter the market.

You may have heard the word fiduciary before. What does it mean?

The bottom line is that as fiduciaries, we have a legal responsibility to place clients' interests above all others, especially our own.

Our client-first commitment is embodied by our fee-only advisory model, which means our investment recommendations are based on research and market conditions, not on commissions.  We strictly adhere to the state and federal regulations that govern registered investment advisors, so your nest eggs are always safe with us.

We operate on principles of hard work and old-fashioned values, where business is relationship driven and based on mutual respect and trust. Our philosophy of doing business as a team can help you realize your life's dreams. You are the team owner, while we are the coaches forming the personalized game plan to meet your particular investment goals. We don't rely on computer algorithms or generalized market strategies and we NEVER outsource investment management. We create investment plans individualized for each client and each account, as you should expect from a top-tier coach.

The significance of an advisor’s hands-on experience cannot be overstated. PF ROBERTS & ASSOCIATES is a small firm that takes the time to get to know our clients, their families, and their business. We use tact, good judgment, and discretion in handling the most sensitive and confidential information.

Responsibly investing significant assets is both a science and an art. It's the science of markets, economies, and finance interpreted with intuition and creativity in order to identify investment opportunities.  Whether you opt to delegate the day-to-day investment decisions to us (discretionary) or whether you choose to make those final decisions yourself (non-discretionary), our goal is the same. We seize investment opportunities while minimizing tax liabilities. Our years of experience working with high net worth clients translates to strategic investment choices, tax-loss harvesting, and tax-free growth, preserving more wealth for future generations.

Choosing an advisor specialized in high net worth clients means choosing a long-term steward specialized in preserving your wealth and respecting your values.  Wealth itself may be a testament to a client's hard work or legacy, but managing it requires professional expertise. We work with you to enhance your portfolio and work as a team with your accountants and tax advisors to preserve the assets. Upon client consent, we deliver account statements and tax documents to the appropriate contacts using encrypted delivery and have detailed conversations when necessary to take care of client needs.