Perennial Financial Services is an independent wealth management firm headquartered in Los Angeles, California, founded in 2004 by John B. Petrick and Chris Nowakowski. The firm specializes in delivering comprehensive, personalized financial planning and investment management services, emphasizing a team-based approach to address clients’ diverse financial needs

Operating as a hybrid Registered Investment Advisor (RIA), Perennial Financial Services partners with LPL Financial, the nation’s largest independent broker-dealer, to offer a broad array of investment solutions. This affiliation provides the firm with access to advanced technology, research, and compliance support, enabling advisors to focus on delivering tailored financial strategies to clients .

The firm’s service offerings encompass financial planning, wealth management, risk management, corporate and individual retirement planning, legacy planning, insurance strategies, and business succession planning. Perennial Financial Services distinguishes itself by adopting a collaborative approach, leveraging the expertise of specialized advisors to create comprehensive wealth management strategies .

With a client-to-advisor ratio of approximately 1:69, the firm manages assets totaling around $1.9 billion across 2,899 client accounts. Perennial Financial Services maintains a strong reputation, with no reported disciplinary alerts and a commitment to fiduciary responsibility, ensuring that client interests are always prioritized .