As Petra Financial enters its 50th year, our founder shares a thoughtful reflection on the firm’s journey, the principles that have shaped five decades of client relationships, and the vision guiding us into the future. His message highlights the steady values that built Petra — trust, clarity, and long-term partnership — and the continued commitment to serving families with honesty and purpose as we step into the next chapter of our story.

January 1, 2001 is the 25th anniversary of Petra Financial Advisors, Inc. So, I hope you will allow me to reminisce a little. When I started the firm January 1, 1976, it was my second attempt to establish a financial planning business.