Petra Financial Advisors

Petra Financial Advisors, Inc. is a fee-only financial planning and investment management firm based in Colorado Springs, CO. Our mission is to help clients organize, grow, and protect their assets through life's transitions by providing comprehensive and objective financial planning. Our firm believes in fostering lifelong relationships with the individuals and families we serve, establishing a foundation of trust, and working together to make wise choices that will benefit current and future generations.

As a fee-only, fiduciary, and independent financial advisory practice, Petra Financial Advisors is committed to upholding a Fiduciary Responsibility towards our clients. We are legally bound and ethically obligated to act solely in your best interest, with a duty of care and loyalty that surpasses our own. We pride ourselves on this commitment and strive to maintain the utmost transparency, honesty, and integrity in all our dealings with you.

Who We Serve: Empowering Individuals and Families

At Petra Financial Advisors, we specialize in serving a diverse range of clients, from young professionals embarking on their financial journey to retirees seeking to safeguard their wealth. Our team understands that each client's financial situation, goals, and values are unique; therefore, we offer personalized financial planning services tailored to meet your specific needs and aspirations.

We primarily serve clients with a minimum of 1 million in investable assets, ensuring that we can provide the full scope of our services, including investment management, retirement planning, estate planning, tax planning, charitable giving strategies, and more. However, we remain open to working with clients who may not meet this threshold but are committed to achieving their financial goals.

The Petra Team: Experienced Professionals United by a Common Mission

Our team is our greatest asset, comprised of experienced professionals from various financial backgrounds. Our collective expertise and dedication empower us to serve our clients effectively and passionately. Here are a few members of our accomplished team:

• Jon Forbes, President, CFA, CFP: As our firm's leader, Jon brings a wealth of knowledge and experience in financial planning and investment management. His commitment to excellence, integrity, and faith has shaped the culture and values of Petra Financial Advisors.
• Jennifer Hernandez, Financial Planner, CFP, EA: Jennifer's deep understanding of tax and financial planning enables her to provide tailored solutions that optimize her clients' financial well-being.
• Kyle Householder, Senior Associate Financial Planner: Kyle is dedicated to helping clients navigate life's transitions while keeping their goals and values at the forefront of the planning process.

To learn more about the rest of our extraordinary team, we invite you to visit our Petra Team page.

Petra's Process: A Comprehensive Approach to Financial Planning

To best serve our clients, we follow a comprehensive process that begins with a thorough understanding of your current financial situation, goals, and values. We then create a customized financial plan that addresses each of these essential elements. By fostering ongoing communication and collaboration, we help our clients make informed decisions and adjust their financial plans as their lives and financial objectives evolve.

Our Commitment: Guiding You on the Path to Financial Peace and Prosperity

At Petra Financial Advisors, our primary objective is to empower our clients to live the life they've imagined, with wise choices for today, tomorrow, and future generations. We are honored to be part of your financial journey and look forward to helping you achieve your dreams.