PVA Financial, LLC

Overview

PVA Financial, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm describes its client focus as individuals and families and offers a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — to accommodate different engagement types. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser. SEC registration is recorded for 2026. The practice model and fee flexibility suggest a boutique advisory operation that serves a relatively small client base with bespoke planning and portfolio services rather than institutional or mass-market programs.

Assets & Accounts

Public Holdings

Investments & Alternatives