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Building on a Firm Foundation

You might recall the parable of the two different builders. The wise man built his house on the rock (Petra). When the storms came, and the winds blew and beat against that house, it did not fall, because its foundation was firm. The foolish man built his house on sand. When the storms came and the winds blew and beat against that house, it fell with a great crash because it had a poor foundation. 

Our company name, “Petra” was specifically chosen to reflect our primary objective. It is the Greek word for “Rock”, which means, "massive bedrock … solid formation … fixed … immovable … enduring."

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Our Mission

We inspire HOPE, confidence, and PEACE of mind
by guiding each client with DEPENDABLE knowledge and advice,
EMPOWERING them to live a FULFILLING life.

“Building on a Firm Foundation”

why choose us?Financial Advisors with the Heart of a Teacher

Financial Independence also brings additional areas of concern. Instead of getting easier, life can become more complex. It can be a challenge to develop a disciplined financial strategy that addresses all areas of impact without a centralized approach. That's where Petra Benefits Financial Services comes in.

comprehensive strategiesThat align with your needs

We offer a full range of retirement income and financial planning services to help you effectively plan for your own future, as well as help preserve your assets for your children and grandchildren. After your plan has been designed and implemented, we establish an ongoing relationship with you. As time goes on, your plan may need adjustments based on market changes and/or goal revisions. In a proactive approach, we meet with our clients on a periodic basis to review the plan design progress and make adjustments as necessary. Understanding where you are today is only the beginning. From there, we guide families through a disciplined process designed to bring clarity and confidence to every decision.


Financial Planning

When you come in for a consultation, our Certified Financial PlannerTM will address each of these areas with you. We will design your specific plan based on a "goal-driven" approach. We look forward to serving you.

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Investment Management

We know that “storms” will come and we believe in order to achieve any financial goal you must have your financial house built upon a firm foundation. We utilize strategies designed not to sway violently with the “storms” that our financial markets can bring. Other life events can be devastating, especially if they are not properly addressed.

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Our Process and <sup>How you benefit from It</sup>

Our Process and How you benefit from It

Families often begin with a simple question: Will working with an advisor truly add value?

Our mission is to replace that uncertainty with clarity and confidence—and to deliver an experience worthy of the trust placed in us. Today, we are privileged to have done so for more than 1,000 families.

Our approach is structured, intentional, and designed to bring every aspect of your financial life into alignment.

  • Before recommendations are ever made, we take the time to understand your goals, priorities, and concerns. We organize your current financial picture and identify potential risks, inefficiencies, and opportunities.

    How you benefit:
    You gain clarity around where you stand today—and confidence that nothing important is being overlooked.

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  • Your investment approach, retirement income, tax considerations, and legacy goals are integrated into a single, cohesive plan—built specifically around your life and what matters most.

    How you benefit:
    You move from fragmented decisions to a clear, intentional strategy aligned with your long-term objectives.

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  • From aligning your portfolio to structuring income and coordinating with your CPA and estate attorney, we ensure each element of your plan is carried out thoughtfully and efficiently.

    How you benefit:
    You avoid costly missteps and gain confidence knowing every detail is handled with discipline and expertise.

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  • Your plan is not static. We continuously monitor your strategy, making proactive adjustments as markets, tax laws, and your personal circumstances evolve.

    How you benefit:
    You have a trusted partner helping you stay on track—so you can focus on living your life, not managing your finances.

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    • Generate reliable retirement income
    • Reduce unnecessary risk and taxes
    • Simplify complex financial decisions
    • Move forward with clarity and confidence

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Proudly serving our clients.Building Tomorrows
for over 20 years


Knowledge Library

First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."