At Pride Financial Advisors, we provide comprehensive financial solutions to help you meet your life goals and financial planning needs. We cater to seasoned executives and professionals, and specialize in serving family-owned businesses, manufacturing business owners, as well as physicians and nurse practitioners. Most importantly, we are here to help you prepare for life’s challenges and transitions.
Our comprehensive financial solutions include Investment Management, Business Succession, Estate Planning, Financial Planning, Risk Management/Survivorship, Retirement Planning, Executive Benefits, 401(k)/Profit Sharing/SEP, and Long-Term Care. Our Financial Planning expertise includes Divorce Planning, and Charitable Planning.
Areas of Expertise
Investment Management
The market will fluctuate. Our experience can help you manage your investments and mitigate market risks. Learn more >
Business Succession
Determining an appropriate and financially feasible transfer of your business is never easy. We can help. Learn more >
ESTATE PLANNING
Everyone has an estate, so it’s important to put plans in place and in writing so your wishes will go fulfilled for your heirs. Learn more >
Financial planning
Financial planning is about planning the story of your life. And it’s never too early to start planning your financial future. Learn more >
risk management | survivorship
Let's take a deeply personal look at your life and work to help uncover the risks that may come when you least expect it. Learn more >
retirement planning
We ask crucial questions and offer real-world advice, because it’s about more than money. It’s about the life you want to live. Learn more >
Executive benefits
Some people are, quite simply, critical to your business. So make sure your key people have key benefits. Learn more >
401(k) | profit sharing | sep
We specialize in working with business owners to craft the right employee benefits package from, A to Z. Learn more >
long-term care
Plan ahead now so you’ll have comfort, care, and assistance available, if and when it’s needed. Learn more >