Petra Financial Advisors
Celebrating 50 Years of Guiding Futures
PETRA is a Greek word, meaning rock or stone, something solid, enduring, and foundational.
On January 1, 2026, Petra will proudly celebrate 50 years of helping clients turn financial uncertainty into clarity and confidence. Since 1976, we’ve walked families, professionals, and business owners through every season of life. These relationships have always been guided by our belief that true wealth is about more than numbers, it is about peace of mind and living with purpose.
This milestone is not only about looking back on five decades of service. It is about honoring the trust our clients have placed in us and renewing our commitment to the future. As we celebrate this golden anniversary, we remain dedicated to the same principles that have shaped us from the beginning: thoughtful planning, unwavering integrity, and a personal approach to helping you achieve what matters most.
Leading Petra as we cross this milestone carries both a privilege and a weight of responsibility. Ben and Dave established such a wonderful culture of unequivocal care for clients and pursuit of the very best quality of guidance for each person we are honored to serve. To follow that is an immense privilege and brings a steadfast desire to carry on that legacy. We have been blessed with very limited turnover through the 50 years, both as it relates to the Petra Team, as well as our cherished clients. Thank you to Ben and Dave in creating this legacy and now to our excellent team for carrying it on. Here’s to the next 50!
— Jon Forbes
