Founded in 1986, Percy E. Bolton Associates, Inc. adheres to a mission of providing high quality, independent financial planning services. As one of the few independent, fee-based firms specializing in longevity solutions, we are committed to providing objective and unbiased aging-focused financial planning advice. Our firm specializes in working with clients during challenging periods that involve retirement, health decline, grief and other life altering events. We deal with issues such as protecting clients from the risks inherent in retirement, preparing them for aging and dementia, assisting them in connecting with the next generation and helping them avoid financial exploitation and abuse.
With years of industry experience, we are dedicated to building genuine relationships and guiding people when they need it the most. We are passionate about solving problems and addressing your financial health as it relates to your well-being. Your success provides inspiration as we develop creative, tailored solutions for current and potential clients alike.
Let’s Create the Life
You Want to Live
As a unique and personable firm, we’re fortunate to be able to provide our clients with the tailored service they deserve. As we gain an understanding of the motivation behind your wealth, you’ll experience:
It All Starts With a Conversation
We’re here to help you understand your sense of purpose and develop financial confidence along the way.