Petra Wealth Partners

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Neerja J Chaudhry, Financial Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Neerja J Chaudhry

CFP®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Neerja J Chaudhry's website

Kristos Pericleous

Associate Financial Advisor

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Theo Pericleous, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Theo Pericleous

CRPC®

Private Wealth Advisor

Visit Theo Pericleous's website
Mary E Odorizzi, Financial Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Mary E Odorizzi

Financial Advisor

Visit Mary E Odorizzi's website
Nathan R Marchal, Financial Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Nathan R Marchal

Financial Advisor

Visit Nathan R Marchal's website

Team

Kathryn Panstingel

Kathryn Panstingel

Administrative Assistant