Founded in 2009, Portfolio Advisory Associates, LLC (PAA) is an SEC-registered investment adviser headquartered in Blue Bell, Pennsylvania. The firm operates as a fiduciary, committed to providing objective and client-centric financial guidance. PAA offers a range of integrated services including personalized financial planning, discretionary investment management, retirement planning, and insurance review to help individuals, families, and institutions achieve their long-term financial goals.

Founded in

United States