Petra Financial Advisors, Inc.

EST. AUM
$447,237,190

CONTACTS

CLIENT ACCOUNTS
1,171

Firm Details

Metro area Denver
CRD Number 107196
Website petrafinancial.com
Client types

Overview

Petra Financial Advisors, Inc. is an independent, fee-only registered investment adviser headquartered in Colorado Springs, Colorado, founded in January 1976 by pioneering planner Ben Coombs. Operating under a strict fiduciary standard, the firm provides individualized wealth management, comprehensive financial planning, and discretionary portfolio oversight to individuals, affluent multi-generational families, trusts, and charitable organizations. Guided by its mission “to honor God, love others, and serve with excellence,” Petra emphasizes helping clients create clarity, organization, and intentional multi-generational wealth strategies. Its investment philosophy rejects speculative trading and commission-based products, instead focusing on globally diversified portfolios built with low-cost ETFs, institutional mutual funds, and select equities aligned with clients’ long-term financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Petra Financial Advisors, Inc.

Platform Details

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