Percy E. Bolton Associates

Our Story

At Percy E. Bolton Associates, Inc., we pride ourselves on being a unique and personable firm, dedicated to providing high-quality, independent financial planning services to our clients. Founded in 1986, our mission is to provide objective and unbiased aging-focused financial planning advice, specializing in working with clients during challenging periods that involve retirement, health decline, grief, and other life-altering events.

Our Services

We offer a range of services designed to help our clients achieve financial wellness and peace of mind. Our services include financial planning, retirement planning, and longevity solutions, all tailored to meet the unique needs and goals of each individual client. We understand the importance of building genuine relationships and guiding our clients through life's unexpected challenges. Our team of experienced professionals is dedicated to providing responsive, accessible, innovative, and connected service to help our clients achieve their financial goals.

Our Expertise

With years of industry experience, we have developed a deep understanding of the complexities of financial planning, particularly in the areas of retirement, health decline, grief, and aging. We are committed to staying up-to-date with the latest industry trends and best practices, ensuring that our clients receive the most effective and innovative solutions to their financial challenges. Our team is passionate about solving problems and addressing the financial health and well-being of our clients.

Our Values

At Percy E. Bolton Associates, Inc., we value the importance of education, integrity, and personal fulfillment. We believe that financial wellness is essential to achieving a fulfilling life, and we are dedicated to helping our clients achieve their goals and aspirations. We strive to build long-term relationships with our clients, founded on trust, transparency, and open communication.