Our Mission And Values

As you search to find the right company to help you plan for retirement, it’s important to choose a firm that has integrity and a strong commitment to the best interests of their clients. It’s also important to know that the person you work with has the experience needed to help you through the challenges that come in planning your retirement. Our commitment to you is to make sure that all your needs are met. Through careful listening and planning, we make sure that you are in control and able to accomplish the goals that are important to you in your life.

Vision: To be the leading provider of holistic retirement planning in the financial services industry .

Mission: To help families preserve and protect their desired retirement lifestyle.


Service – We provide superior care, and personalized service to our clients and their families.

Confidence – We will be here for our clients and their families, and through the generations, to ensure their legacy is passed on according to their wishes.

Security – Our top priority is lessening the risk to our clients’ assets, and increasing their confidence in their retirement plan so they can have an enjoyable retirement.

Trust & Integrity – We apply the highest ethical standards in everything we do. Nothing is more important to us than our reputation for integrity and honesty.

At Petros, we work with a team of ethical, experienced professionals to offer financial advice, and we partner with outside legal, accounting and tax professionals to help with those facets of your retirement strategy. Too often, those nearing or in retirement find themselves with plans that are inefficient or no longer reflect their current risk tolerance, leaving them vulnerable to market volatility and potential economic and legislative changes. Our goal is to work with a team to avoid those pitfalls.