Celebrating an Incredible Honor: Best of Central California 2026

We are incredibly honored and grateful to share that Portfolio Advisors Inc. has been recognized with Bronze for Best Financial Planner and Bronze for Best Wealth Management in the 2026 Best of Central California awards.

This recognition means so much to our team because it reflects the trust and support of the clients, families, and community members we have had the privilege of serving throughout the Central Valley for more than 36 years.

Thank You for Your Support

From nominations to final voting, we felt an incredible amount of encouragement from our clients, friends, business partners, and community.

To everyone who voted, shared our posts, recommended our firm, and supported us throughout the process — thank you. We truly appreciate every message, conversation, and show of support along the way.

As an independent, fee-only advisory firm, our mission has always been centered around helping clients make informed financial decisions with clarity, confidence, and long-term perspective. Being recognized in both categories is something we are deeply grateful for.

Over Three Decades of Serving the Central Valley

Portfolio Advisors Inc. was founded in 1990 by Gary Leffler with a vision of creating a client-first financial planning firm focused on long-term relationships and objective advice.

Over the years, our firm has continued to grow while remaining grounded in the same core values we were built on: integrity, education, service, and personalized planning.

Today, under the leadership of Tina Mistry, our team continues to help individuals, families, retirees, business owners, and professionals navigate important financial decisions through every stage of life.

Learn more about Portfolio Advisors Inc here.

Helping Clients Navigate Life’s Financial Decisions

At Portfolio Advisors Inc., we provide comprehensive financial planning and wealth management services designed to support both short-term priorities and long-term goals.

Our Services include:

Retirement planning
Investment management
Tax planning strategies
Estate and legacy planning
Social Security and pension analysis
Insurance and risk management reviews
Financial planning for business owners and professionals
and more!

In addition to our comprehensive planning services, we also offer several One-Time Planning Services designed for individuals seeking guidance in a specific area of their financial life, including:

Tax Return Reviews
Social Security Reviews
CalSTRS and CalPERS Pension Reviews
Investment Second Opinions

These services are designed to provide clarity, education, and actionable insights without requiring an ongoing relationship. It is a snapshot of what comprehensive financial planning can look like.

We believe financial planning is about more than investments — it’s about helping people feel organized, informed, and confident about their future.

A Reflection of Our Team and Community

This recognition is also a reflection of the incredible people we work with every day. Here is an actual testimonial from one of our clients.

” My wife Leslie and I began our relationship with Portfolio Advisors over twenty years ago. I was engaged full time in my law practice and we were running our family farming corporation. We were also managing the investments and assets of each entity. Recognizing that we were in need of more sophisticated and strategic planning and integrating these two endeavors, we began looking for independent professional advice. Fortunately, we found exactly that in Portfolio Advisors. Over the years they assisted us in managing , planning and investing our income and holdings. They guided us in accordance with our stated goals and needs by continuously monitoring and meeting with us and always responding quickly to our questions. Over the years they helped us grow our vineyard into a very successful almond orchard and my retirement from my law practice. All of this was accomplished in an atmosphere of friendship and trust and judicious foresight. Tina Mistry, AJ and the staff at Portfolio have made our financial life easier, more profitable, and more secure. We are so glad we found them. “

– Melvin & Leslie R, Uncompensated testimonial from actual client (2026)

We are grateful for the relationships we have built over the years and proud to continue serving generations of families throughout our community. It is equally a testament to our team, whose dedication to client service and community involvement continues to shape who we are as a firm.

Here is a link to what are clients think of us!

Celebrating Together

Our team had the opportunity to attend the Best of Central California celebration at the Fresno Chaffee Zoo and celebrate alongside many outstanding local businesses and organizations that help make the Central Valley such a special place to live and work.

It was a memorable evening filled with appreciation, connection, and community pride.

Looking Ahead

While we are honored by this recognition, what matters most to us is continuing to serve our clients and community with care, professionalism, and purpose.

Thank you again for allowing us to be part of your lives and for supporting Portfolio Advisors Inc. throughout the years. We are excited for what’s ahead and look forward to continuing to grow together.