Financial Advisors

PCA Individualized
Wealthcare

Visualize Retirement Strategies

Our tested approach to retirement savings management utilizes financial tools to create a comprehensive plan based on your client’s income, investment growth, and retirement goals. We help you work efficiently with Plan Sponsors and Participants.

As a proud member of the Alliance Benefit Group, we provide local, individualized retirement services with the resources of a large, national organization. Our network of trusted partners aid in the development of extensive and thorough retirement planning.

PCA Wealth Management Provides Customized Portfolio Solutions, Built for Your Distinctive Goals and Risk Tolerance.

  • Investment Services: As an independent, privately owned firm, our experienced team of fiduciary advisors research, select, and monitor investments with only your best interests at heart.
  • Financial Planning: Your financial journey is a long, and often winding road. PCA Wealth Management provides comprehensive financial planning services to help ensure that your path forward remains clear.

PCA Partnership

PCA is a trusted partner to independent financial advisors, providing 401k planning and management services so that advisors can provide their plan sponsor and participant clients with high quality, customized 401k management solutions.

Learn more about our Advisor Partnership Services

SmartPlan

Pension Corporation of America offers an interactive, video-based retirement planning tool that increases plan participation by educating employees and increasing their understanding of retirement planning and investment options.

Explore resources available through SmartPlan

SmartPlan

Financial Finesse

Pension Corporation of America is committed to providing programs that can help plan sponsors provide their employees with access to financial wellness tools and encourage greater participation in their retirement plans. As a member of the GRP Advisor Alliance, PCA, in partnership with Financial Finesse, provides employees with ongoing financial guidance.

Increase your preparedness by fostering lasting improvements to your financial habits

Financial Finesse