- home
- about us
- Investment Approach
- Client Service Approach
- Market Analysis Summary
- Mission Statement
- Value Proposition
- Team Biographies
- Firm ADV PDFs
- Form CRS
- Firm Brochure-Part 2A of Form ADV
- Brochure Supplement Amit Stavinsky
- Brochure Supplement Frank Parks
- Brochure Supplement Dominick Savo
- Brochure Supplement Richard Mason
- Brochure Supplement Joe Estes
- Brochure Supplement Jonathan Ezra
- Statement Of Financial Strength
- Job Opportunities
- Letter to Clients
- member log-in
- contact us
Latest News about Personal Finance Access
Recent news which mentions Personal Finance Access
Unlike 2008, When Jobs Returned As The Economy Improved, AI Could Replace Them For Good. What's The Plan Then?
August 27, 2025
From Benzinga
Dave Ramsey Caller Says Her Husband Lost Their Entire $500K Retirement In A Scam And Borrowed $250K More. Now At 75, They Have Two Jobs Each
August 27, 2025
From Benzinga
More Than Half Of Gen Z Isn't Investing Any Money Into Dating, And The Few Spenders Aren't Far Behind
August 27, 2025
Tickers
BAC
From Benzinga
Only A Handful Of Retirees Will Ever Get The $5,108 Max Social Security Check — Here's What It Takes
August 27, 2025
From Benzinga
A Bartender And A School Worker Make $300K A Year. They Want To Know How Others Cope With People Assuming They're Struggling?
August 27, 2025
From Benzinga
'So You're the Toy Counter' — One Person Asked ChatGPT To Explain Their Job To A 5-Year-Old. What Followed Was a Full-Blown Identity Crisis
August 26, 2025
From Benzinga
Elon Musk's Alleged Baby Mama Says She Started A Podcast After 'Many Questionable Life Choices' — Adding 'Also, I'm Getting Evicted'
August 26, 2025
From Benzinga
Retail Worker Shares Photo After Store Accepted 6 Pallets of Amazon Returns in Days That Likely 'End Up in Landfills' — 'Job Was Soul Crushing'
August 26, 2025
From Benzinga
Can You Guess What Age Retirees Say Is The Sweet Spot For A 'Happy' Retirement? Hint — It's Not 65
August 26, 2025
From Benzinga
High Earners Spill Their Most Memorable Splurges—From $7K Bikes to Brand New Range Rovers
August 26, 2025
Tickers
MCD
From Benzinga
From Benzinga
It's Not Easy To Buy A House, Have Kids, And Save For Retirement. Here's How Some People Are Doing It.
August 26, 2025
Tickers
RDDT
From Benzinga
From Benzinga
An Engagement Ring For $10K Or $70K? 'The Ramsey Show' Weighs In On This Caller's 'Dilemma'
August 26, 2025
From Benzinga
'I Freaked Out' — Suze Orman Listener Learns Roth IRA Conversion Rule That Delays Access To His $10K Until 2029
August 25, 2025
From Benzinga
'Every Month We're Down To 50 Cents Left In Our Account' — The Ramsey Show Reacts To Couple's $55K Debt When They Make $350K
August 25, 2025
From Benzinga
The Home Depot's Billionaire Co-Founder Blamed 'Socialism' for Making Americans 'Too Lazy, Too Fat, Too Stupid' to Work — 'Nobody Gives A Damn'
August 25, 2025
From Benzinga
From Benzinga
This 19-Year-Old Has A $60K Net Worth—But His Biggest Challenge Isn't What You'd Think
August 25, 2025
From Benzinga
Kevin O'Leary Says 'The World Wants To Take Money From You'—And That $10-A-Day Coffee Habit? 'Stupid' Enough To Keep You Poor Forever
August 25, 2025
From Benzinga
Dave Ramsey Lashes Out Against Sports Betting And Its Participants: 'You Lose Your Money To Them. That Makes You A Loser.'
August 25, 2025
From Benzinga
Actress Jane Birkin's Well-Worn Hermès Tote Sells For $10.1 Million, Breaking The Record For The Most Valuable Handbag
August 25, 2025
From Benzinga
Family Feud Over $200,000 Spurs Mother To Rethink Heir — Daughter-In-Law Could Replace Son In Estate Plan
August 25, 2025
From Benzinga
Texas Nurse Earning $40,000 Says Husband Limits Her Money To An 'Allowance' While Controlling All Family Finances
August 25, 2025
From Benzinga
50-Year-Old Making $5,900 A Month In Dividends Shares Top 7 Stocks, Plans Exit From 9-to-5 – 'I'm Sick Of Corporate World'
August 24, 2025
From Benzinga
'Sports Betting Ads Aren't Free,' Says Dave Ramsey. 'They're Paying For Those Ads With All You People That Are Losers'
August 24, 2025
From Benzinga
Burnt-Out Engineer Who's Doing 'The Work Of 3 Engineers' Wants To Quit. He's Asking Pizza Delivery Drivers, 'Do Any Of You Make 50-60K?'
August 24, 2025
From Benzinga
A Dave Ramsey Caller Already Owes $24,000 And Doesn't Want More Debt. His Immigrant Parents Insist On Law School That Could Add $150K More
August 24, 2025
From Benzinga
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
© 2025 FinancialContent. All rights reserved.