\n
Registration as an investment adviser or adviser representative does not imply a certain level of skill or training. For more information on the CERTIFIED FINANCIAL PLANNERTM <\/sup>credential, please see our Disclosures page. Assets Managed totals are based on the firm\u2019s regulatory assets under management, as of December 31, 2023. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser\u2019s services will vary based upon a variety of factors, such as the client\u2019s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser\u2019s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client\u2019s tax bracket and financial circumstances, coordination with the client and the client\u2019s other engaged professionals, market conditions, and other factors. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"Our Core Values Client-Centric Transformation At the heart of every decision is the well-being and growth of our clients. Learning and Innovation Knowledge is power, and we commit to educating our clients and ourselves while embracing innovative solutions for impactful results. Stewardship We understand the responsibility entrusted to us and vow to manage every resource […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8"}],"collection":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/comments?post=8"}],"version-history":[{"count":2,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8\/revisions"}],"predecessor-version":[{"id":3523,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8\/revisions\/3523"}],"wp:attachment":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/media?parent=8"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/oi_page_folder?post=8"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}