Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Petra Wealth Partners
Team photo for Petra Wealth Partners

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Our advisors

Advisor photo for Theo Pericleous

Theo Pericleous

Private Wealth Advisor

Franchise Owner
Learn more about Theo Pericleous Visit Theo Pericleous's website
Advisor photo for Nathan R Marchal

Nathan R Marchal

CRPC

Financial Advisor

Learn more about Nathan R Marchal Visit Nathan R Marchal's website
Advisor photo for Jeric Wisecup

Jeric Wisecup

CRPC

Financial Advisor

Learn more about Jeric Wisecup Visit Jeric Wisecup's website

Lauren Elizabeth Davies

Associate Financial Advisor

Learn more about Lauren Elizabeth Davies Visit Lauren Elizabeth Davies's website
Advisor photo for Lindsey Chapman

Lindsey Chapman

Financial Advisor

Franchise Owner
Learn more about Lindsey Chapman Visit Lindsey Chapman's website


Our team