Why Us?

Independence

We are an independent advisory firm free to secure services from leading third-party providers.  We have no ties to other financial institutions or to specific asset managers that might limit our independence and objectivity.

Objective

We do not accrue any benefit from brokerage's commissions, finder's fees, or the splitting of money management fees. We are not Stock Brokers, Insurance Agents or Registered Representatives who benefit from selling an investment or financial products.

Expertise

The principal of the firm is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 40 years of experience. We are focused exclusively on the retirement income planning process , not on selling products. As a pure-play consulting firm, we do not sell any products, nor offer brokerage, tax, or actuarial services.

Accessible

We believe everyone deserves professional financial advice regardless of age or assets. We believe it should be affordable and available to anyone. Our fees are quoted in hard dollars, on a flat fee monthly retainer basis.

Fiduciary  

As a fiduciary, we occupy a position of special trust and confidence when working with a client. We are required to act with undivided loyalty to the client. This includes disclosure of how we are to be compensated and any corresponding conflicts of interest.

Responsive

Percy Bolton Associates offers virtual financial planning services. Thus we can be both responsive and flexible in serving your financial needs and not be limited by location.

Innovative

We invest in cutting-edge technology to give our clients high-quality tools to ensure a seamless experience. Our clients are provided a customized private secured website that aggregates all of their financial information in one place.