
Petra Financial Advisors Inc
Petra Financial Advisors, Inc., based in Colorado Springs, Colorado, is a fee-only, fiduciary financial planning and investment management firm dedicated to helping clients navigate life’s transitions with clarity and confidence. Since 1994, Petra has provided comprehensive and objective financial planning services, emphasizing a client-centric approach that prioritizes trust and transparency. Their structured process begins with an Alignment Conversation to understand clients’ goals, followed by detailed planning phases that assess current financial positions and outline steps to achieve desired outcomes. Petra’s commitment to acting in clients’ best interests is underscored by their avoidance of commissions, ensuring unbiased advice. With a team of experienced professionals, Petra serves individuals and families seeking to organize, grow, and protect their assets, recommending a minimum of $1 million in investable assets for new clients.