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1<!DOCTYPE html>
2<html lang="en" class="no-js">
3<head>
4<meta charset="utf-8">
5<meta http-equiv="X-UA-Compatible" content="IE=edge">
6
7<link rel="shortcut icon" href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/favicon/H1TXnkbLw-favicon.ico" type="image/x-icon">
8
9<meta name="viewport" content="width=device-width,initial-scale=1">
10<meta http-equiv="cleartype" content="on">
11<meta name="robots" content="noodp">
12
13<!-- Title & Description -->
14<title>Principia Wealth Advisory</title>
15<meta name="description"
16content="Image of Building with Columns">
17<!-- Open Graph -->
18<meta property="og:site_name" content="Principia Wealth Advisory">
19<meta property="og:title" content="Principia Wealth Advisory">
20<meta property="og:description" content="">
21<meta property="og:url" content="https://pwadvisory.com/">
22<meta property="og:type" content="website">
23
24<meta itemprop="name" content="Principia Wealth Advisory">
25<meta itemprop="description" content="Image of Building with Columns">
26<meta itemprop="url" content="https://pwadvisory.com/">
27<!-- Twitter Card -->
28<meta name="twitter:card" content="summary_large_image">
29<meta name="twitter:title" content="Principia Wealth Advisory">
30<meta name="twitter:description" content="">
31
32
33<!-- Mobile App Settings -->
34
35<link rel="apple-touch-icon" href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/favicon/H1TXnkbLw.png">
36
37<meta name="apple-mobile-web-app-capable" content="yes">
38<meta name="apple-mobile-web-app-status-bar-style" content="black">
39<meta name="apple-mobile-web-app-title" content="Principia Wealth Advisory">
40
41<!-- Prefetch -->
42<link rel="dns-prefetch" href="https://static.twentyoverten.com">
43
44<style>
45@import 'https://fonts.googleapis.com/css?family=Roboto:500,500i,400,400i,300,300i|Public+Sans:400,400i,200,200i,600,600i|Merriweather:400,400i|Roboto+Condensed:300,300i|Prata:000,000i|Pragati+Narrow:000,000i';
46</style>
47<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet">
48<link href="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/css/main.css" rel="stylesheet">
49<link href="/assets/css/custom.css" rel="stylesheet">
50
51<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet">
52
53
54<style>
55:root {
56  --color-blue: #175795;
57}
58
59/***** DESKTOP-SPECIFIC UTILITY STUFF *****/
60@media (min-width: 821px) {
61  .row.breakout {
62    width: 100vw;
63    position: relative;
64    left: 50%;
65    right: 50%;
66    margin-left: -50vw;
67    margin-right: -50vw;
68  }
69  .overlay-content {
70    position: fixed;
71    top: 50%;
72    left: 50%;
73    transform: translate(-50%, -50%);
74    width: 60%;
75    height: fit-content;
76    max-height: 80%;
77    box-shadow: 0 3px 10px rgba(0,0,0,0.25);
78    overflow-y: auto !important; /* Only show vertical scrollbar when necessary */
79  }
80  html.overlay-open .content-wrapper {
81    padding-right: 16px;
82  }
83}
84/***** MOBILE-SPECIFIC UTILITY STUFF *****/
85@media (max-width: 820px) {
86  .row div:not(:last-child) {
87    margin-bottom: 1rem;
88  }
89
90  .form.minimal .form-wrapper {
91    flex-direction: column;
92  }
93}
94
95/***** CUSTOM UTILITY CLASSES *****/
96.mar-bot-xs {
97	margin-bottom: 1rem !important;
98}
99.mar-bot-sm {
100  margin-bottom: 2rem !important;
101}
102.mar-bot-md {
103  margin-bottom: 4rem !important;
104}
105.mar-bot-lg {
106  margin-bottom: 8rem !important;
107}
108
109.flush-top {
110  margin-top: -4rem;
111}
112@media(max-width: 820px) {
113  .flush-top {
114    margin-top: -2rem;
115  }
116}
117/***** NAVIGATION *****/
118/*#main-navigation a[href='/client-login'] {*/
119/*  pointer-events: none;*/
120/*}*/
121
122#main-navigation>ul>li a[href*="-login"] {
123      padding: 1em 1.5em;
124      border-radius: 5rem;
125      background: #002c6f;
126      color: #ffffff;
127      font-family: Roboto;
128      font-weight: 500;
129  }
130  
131  
132
133@media(min-width: 980px) {
134  #main-navigation>ul>li a[href*="-login"] {
135    pointer-events: none;
136  }
137  #main-navigation>ul>li.active>a[href*="-login"]::after {
138    display: none;
139  }
140}
141
142#main-navigation>ul>li ul li a[href="/free-resources/free-resources_"] {
143  display: none;
144}
145
146/***** HERO SECTIONS *****/
147
148@media(min-width: 980px) {
149  .full-screen h1 {
150    font-size: 3.5rem;
151  }
152  .full-screen h2 {
153    font-size: 2.5rem;
154  }
155}
156.overlay h1 {
157  word-spacing: 4px;
158}
159
160/***** CONTENT SECTIONS *****/
161
162/***** STANDARD TEXT ELEMENTS *****/
163p.hero,
164ul li.hero {
165  font-size: 1.4rem;
166  font-weight: bold;
167}
168
169h4 {
170  font-size: .9rem;
171}
172/***** LINKS AND BUTTONS ***/
173.btn.sticky {
174  position: fixed;
175  bottom: 25px;
176  right: 25px;
177}
178.btn {
179  border-radius: 12px;
180  transition: all .25s;
181}
182.btn:hover {
183  transform: translateY(-3px);
184  box-shadow: 0 3px 8px rgba(0,0,0,.15);
185}
186.btn:active {
187  transform: initial;
188  box-shadow: initial;
189}
190.btn.secondary {
191  padding: 14px 24px;
192}
193
194/***** FORMS *****/
195.form-item {
196  margin-bottom: 1rem;
197}
198/* UTILITY: Wrap .split-item-wrapper around multiple form-items to make them side by side */
199@media(min-width: 821px) {
200  .form .split-item-wrapper {
201    display: flex;
202  }
203  .form .split-item-wrapper .form-item {
204    flex: 1 0 0;
205  }
206  .form .split-item-wrapper .form-item:not(:last-child) {
207    margin-right: 1.5rem;
208  }
209}
210
211.form.minimal .form-item:not(:last-child) {
212  margin-right: 1rem;
213}
214
215/***** CALLOUTS & CUSTOM BLOCKS *****/
216.callout h1,
217.callout h2,
218.callout h3,
219.callout h4,
220.callout p {
221  color: white;
222}
223.callout *:last-child {
224  margin-bottom: 0;
225}
226
227.callout.light::before {
228  background-color: #eee;
229}
230.callout.light * {
231  color: initial;
232}
233.callout.light .btn {
234  background-color: #175795;
235  color: white;
236}
237.callout.light .btn:hover {
238  background-color: #2471bf;
239}
240.breakout {
241  position: relative;
242}
243/***** DASHBOARD STYLES *****/
244.editable .toggle-accordion {
245  pointer-events:none;
246}
247.editable .accordion-content {
248  position:relative;
249  display:block;
250  border: dashed 2px #aaa;
251  margin:1rem auto;
252}
253.editable .accordion-content::before  {
254  content: 'Accordion Content';
255    display: block;
256    position: absolute;
257    bottom: 100%;
258    left: -1px;
259    background: #333;
260    color: white;
261    font-size: 9px;
262    text-transform: uppercase;
263    font-weight: 600;
264    padding: .5em 1em;
265    border-radius: 4px;
266    border-bottom-left-radius: 0;
267    border-bottom-right-radius: 0;
268    opacity:.7;
269}
270
271/*ACCORDIONS*/
272.accordion {
273    background: #eee;
274    border-radius: 12px;
275    font-size: 1.4rem;
276}
277
278.accordion .toggle-accordion {
279  display: inline-block;
280    height: 100%;
281    padding: 2rem calc(1rem + 30px) 2rem 2rem;
282    font-weight: 700;
283    width: 100%;
284    position: relative;
285    transition: all .25s ease;
286    border-radius: 12px;
287    font-size: .7em;
288    text-transform: uppercase;
289    letter-spacing: 2px;
290}
291.accordion .toggle-accordion::before {
292    content: '';
293  position: absolute;
294  right: 1rem;
295  top: calc(50% - 12px);
296  background: transparent;
297  transition: all .25s ease;
298  background-image: url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/epBysmQnKBs/next-2.svg') !important;
299  height: 24px !important;
300  width: 24px !important;
301  background-size: contain;
302}
303
304.accordion .toggle-accordion:hover::before {
305    transform: translateX(10px);
306}
307
308.accordion .toggle-accordion.open::before, 
309.accordion .toggle-accordion.open:hover::before {
310    transform: translateX(10px) rotate(90deg);
311}
312
313.accordion-content {
314    padding: 0 1rem 1rem;
315    font-size: .7em;
316}
317
318
319/*************************************************/
320/**************** ANIMATE-ON-SCROLL **************/
321/*************************************************/
322
323/* Specify any animations you're going to use */
324@keyframes fadeIn {
325  from  { opacity: 0; }
326  to    { opacity: 1; }
327}
328@keyframes fadeInUp {
329  from {
330    opacity: 0;
331    transform: translateY(8rem);
332  }
333  to {
334    opacity: 1;
335    transform: translateY(0);
336  }
337}
338@keyframes fadeInDown {
339  from {
340    opacity: 0;
341    transform: translateY(-8rem);
342  }
343  to {
344    opacity: 1;
345    transform: translateY(0);
346  }
347}
348@keyframes fadeInRight {
349  from {
350    opacity: 0;
351    transform: translateX(-8rem);
352  }
353  to {
354    opacity: 1;
355    transform: translateX(0);
356  }
357}
358@keyframes fadeInLeft {
359  from {
360    opacity: 0;
361    transform: translateX(8rem);
362  }
363  to {
364    opacity: 1;
365    transform: translateX(0);
366  }
367}
368@keyframes popIn {
369  from {
370    opacity: 0;
371    transform: scale(.7);
372  }
373  to {
374    opacity: 1;
375    transform: scale(1);
376  }
377}
378.animate {
379  opacity: 0;
380  animation-fill-mode: backwards !important;
381  animation-duration: .75s;
382  animation-timing-function: ease-out;
383}
384
385.editable .animate,
386.animate.in-view {
387  opacity: 1;
388}
389/* Tie the appropriate keyframe animation to elements when they're "in view" */
390/* .animate.[YOUR-CLASS-NAME].in-view */
391.animate.fadeIn.in-view       { animation-name: fadeIn; }
392.animate.fadeInUp.in-view     { animation-name: fadeInUp; }
393.animate.fadeInDown.in-view   { animation-name: fadeInDown; }
394.animate.fadeInRight.in-view  { animation-name: fadeInRight; }
395.animate.fadeInLeft.in-view   { animation-name: fadeInLeft; }
396.animate.popIn.in-view        { animation-name: popIn; }
397
398/*************************************************/
399/***********BEGIN PAGE SPECIFIC STYLES***********/
400/*************************************************/
401
402/***** HOME PAGE *****/
403.home__hero-button-pair {
404  display: flex;
405  align-items: center;
406  justify-content: center;
407}
408.home__hero-button-pair * {
409  font-size: 1rem;
410}
411.home__hero-button-pair *:not(:last-child) {
412  margin-right: 2rem;
413}
414
415.home__strategy,
416.home__team-item {
417  display: flex;
418  align-items: center;
419}
420.home__strategy-icon,
421.home__team-item-icon {
422  width: 3rem;
423  margin: 0 1rem 0 0;
424}
425.home__team-item:not(:last-child) {
426  margin-bottom: 2rem;
427}
428.home__team-headshot {
429  border-radius: 12px;
430}
431.home__team-item-text {
432  margin-bottom: 0;
433}
434
435.home__next-image {
436  border-radius: 12px;
437}
438
439/***** OUR STORY PAGE *****/
440.story__about-header {
441  text-align: right;  
442}
443@media(min-width: 1300px) {
444  .story__about-header::before {
445    content: '';
446    position: absolute;
447    width: 3px;
448    height: 100%;
449    background-color: var(--color-blue);
450    top: 0;
451    right: 0;
452    transform: translateX(50%);
453  }  
454}
455
456.story__about-details {
457  text-align: left;
458}
459@media(max-width: 1300px) {
460  .story__about-header,
461  .story__about-details {
462    text-align: center;  
463  }
464}
465
466/***** TEAM PAGE *****/
467@media(min-width: 821px) {
468  .bio__left-side {
469    text-align: right;
470  }
471}
472
473.bio__image {
474  margin-bottom: 1rem;
475}
476
477@media(min-width: 821px) {
478  .bio__right-side::before {
479    content: '';
480    position: absolute;
481    width: 3px;
482    height: 100%;
483    top: 0;
484    left: 0;
485    background-color: var(--color-blue);
486    transform: translateX(-50%);
487  }
488}
489
490/***** OUR DUTY PAGE *****/
491.duty__breakout,
492.planning__breakout,
493.investment__breakout {
494  margin-top: 4rem;
495  padding: 4rem 0;
496}
497.duty__breakout {
498  margin-bottom: -4rem;
499}
500.planning__breakout {
501  margin-bottom: 4rem;
502}
503.investment__breakout {
504  margin-bottom: 4rem;
505}
506
507.swiper-container {
508  background-color: rgba(255,255,255,.85);
509  border-radius: 12px;
510}
511.swiper-wrapper {
512  display: flex;
513  align-items: center;
514}
515.duty__breakout::before,
516.planning__breakout::before,
517.investment__breakout::before {
518  content: '';
519  position: absolute;
520  height: 100%;
521  width: 100%;
522  top: 0;
523  left:0;
524  background-size: cover;
525  background-position: center;
526  filter: brightness(70%) grayscale(100%);
527}
528.duty__breakout::before {
529  background-image: url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/lHZNHoxKZb9/sean-pollock-PhYq704ffdA-unsplash.jpg');
530}
531.planning__breakout::before {
532  background-image: url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/XVMFpWvb9sT/dylan-gillis-KdeqA3aTnBY-unsplash-1.jpg');
533}
534.investment__breakout::before {
535  background-image: url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/jNwXA5gb9gh/adeolu-eletu-unRkg2jH1j0-unsplash.jpg');
536}
537
538.duty__slide,
539.planning__slide {
540  padding: 24px 48px;
541  
542}
543.planning__slide-header,
544.investment__slide-header {
545  margin-bottom: 10px; 
546}
547@media(min-width: 1300px) {
548  .duty__slide-header{
549    text-align: right;
550  }
551  .duty__slide-details::before {
552    content: '';
553    position: absolute;
554    width: 3px;
555    height: 100%;
556    background-color: var(--color-blue);
557    top: 0;
558    left: 0;
559  }
560}
561/*.duty__slide-details p:last-child {*/
562/*  margin-bottom: 0;*/
563/*}*/
564
565.swiper-button-prev,
566.swiper-button-next {
567  background-image: url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/epBysmQnKBs/next-2.svg') !important;
568  height: 24px !important;
569  width: 24px !important;
570  background-size: 24px 24px !important;
571  margin-top: 24px important!; 
572  
573}
574.swiper-button-prev {
575  transform: rotate(180deg);
576  left: 12px !important;
577}
578.swiper-button-next {
579  right: 12px !important; 
580}
581
582/***** WHO WE SERVE PAGE *****/
583.who__client-icon {
584  width: 4rem;
585  margin-bottom: 1rem;
586}
587
588/*****BLOG PAGE*****/
589.post-link h3 {
590    font-weight: 600;
591}
592
593/*****CLIENT LOGIN******/
594body[class*="-login"] nav#sub-navigation {
595    display: none;
596}
597
598.free-resources-sub-navigation-category {
599  text-align: center;
600  font-weight: bold;
601  font-size: 24px !important;
602  text-decoration: underline;
603}
604</style>
605
606<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/Swiper/4.5.0/css/swiper.min.css">
607<!--MAILCHIMP EMBED-->
608<link href="//cdn-images.mailchimp.com/embedcode/horizontal-slim-10_7.css" rel="stylesheet" type="text/css">
609<style type="text/css">
610               #mc_embed_signup{background:#fff; clear:left; font:14px Helvetica,Arial,sans-serif; width:100%;}
611               #mc_embed_signup .button {
612    border-radius: 12px;
613    background: #002c6f;
614    color: #ffffff;
615    font-family: Roboto;
616    font-weight: 500;
617    text-transform: uppercase;
618    height: 100%;
619}
620
621#mc_embed_signup label {
622    visibility: hidden;
623    opacity: 0;
624}
625
626#mc_embed_signup input.email {
627    border-radius: 12px;
628    background: #eee;
629    border: none;
630    padding: 1.5rem;
631}
632
633div#mc_embed_signup_scroll {
634    display: flex;
635    justify-content: center;
636}
637</style>
638
639<script src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/UC_L3qXqu-GW/intersection-observer.js"></script>
639
640
641<!-- Google Tag Manager -->
642
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655<script async src=https://www.googletagmanager.com/gtag/js?id=G-2G61LNTL17></script>
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656
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659</head>
660
661<body class="home-page home has-bg">
662<svg style="position: absolute; width: 0; height: 0; overflow: hidden;" version="1.1"
663xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
664<defs>
665<symbol id="icon-facebook" viewBox="0 0 24 24">
666<title>facebook</title>
667<path
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669</path>
670</symbol>
671<symbol id="icon-twitter" viewBox="0 0 24 24">
672<title>twitter</title>
673<path
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676</symbol>
677<symbol id="icon-instagram" viewBox="0 0 24 24">
678<title>instagram</title>
679<path
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733</path>
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1093
1094<li><a href="/free-resources/tax-cuts-and-jobs-act-sunset-one-page-comparison-guide">
1094Tax Cuts and Jobs Act Sunset - One Page Comparison Guide</a></li>
1095
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1099<li><a href="/free-resources/tax-return-review-checklist-for-retirees">Tax Return Review Checklist for Retirees</a></li>
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1153<a href="https://login.bdreporting.com/Auth/principia/SignIn"  target="_blank" class="external">Black Diamond (Investments)</a>
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1199<div class="hero-content"
1200data-location="hero_content" data-id="6a173d6abb1b0208dfc90a55" data-type="hero">
1201<div class="animate fadeIn" data-delay="150" data-duration="900"><h1 class="mar-bot-sm" style="text-align: center;">By Wisdom A House Is Built</h1><h2 class="mar-bot-md" style="text-align: center;"><em>Your financial house is no different</em></h2></div><div class="animate fadeIn home__hero-button-pair" data-delay="550" data-duration="900"><a class="btn" href="https://outlook.office.com/book/[email protected]/s/Q8ZxNlLiCUSIZEzaEEt21w2">Schedule a Call</a>
1202<a class="btn secondary" href="https://pro.riskalyze.com/embed/248318cf26e603767c5e" rel="noopener noreferrer" target="_blank">Free Portfolio Risk Analysis</a></div>
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1217<div class="row middle-xs mar-bot-md">
1218<div class="col-xs-12 col-md-6">
1219
1220<h1>Building <em>that</em> house requires wise planning and a well-managed investment approach</h1>
1221
1222<h2 class="accented"><em>But that’s overwhelming…</em></h2>
1223</div>
1224<div class="col-xs-12 col-md-6">
1225
1226<ul style="margin-left: 0;">
1227<li class="mar-bot-xs hero">You don’t have time to create a financial plan, much less manage one</li>
1228<li class="hero mar-bot-xs">You’re worried about what’s going to happen in the market</li>
1229<li class="hero mar-bot-xs">Your strategy may not be prepared for both bull and bear markets</li>
1230<li class="hero mar-bot-xs">The endless array of investment options only adds to the confusion</li>
1231<li class="hero mar-bot-xs">You don’t know if you’re doing enough to meet your goals</li>
1232</ul>
1233</div></div>
1234
1235<p class="hero" style="text-align: center;"><a class="btn" href="https://outlook.office.com/book/[email protected]/s/Q8ZxNlLiCUSIZEzaEEt21w2">Let us help you</a></p>
1236<div class="callout light">
1237
1238<h1 class="mar-bot-md" style="text-align: center;">Laying the right foundation changes everything</h1>
1239<div class="row mar-bot-sm center-xs">
1240<div class="col-xs-12 col-md-6 mar-bot-sm">
1241<div class="home__strategy animate fadeInUp"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1242
1243<p class="hero home__strategy-text">A solid foundation can help weather any storm</p>
1244</div></div>
1245<div class="col-xs-12 col-md-6 mar-bot-sm">
1246<div class="home__strategy animate fadeInUp" data-delay="300"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1247
1248<p class="hero home__strategy-text">You can gain more time to invest in those areas that matter most to you</p>
1249</div></div>
1250<div class="col-xs-12 col-md-6 mar-bot-sm">
1251<div class="home__strategy animate fadeInUp" data-delay="600"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1252
1253<p class="hero home__strategy-text">You can delegate the burden of building that foundation to an experienced team</p>
1254</div></div>
1255<div class="col-xs-12 col-md-6 mar-bot-sm">
1256<div class="home__strategy animate fadeInUp" data-delay="900"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1257
1258<p class="hero home__strategy-text">You can experience the satisfaction of knowing you are stewarding your resources with purpose</p>
1259</div></div>
1260<div class="col-xs-12 col-md-6 mar-bot-sm">
1261<div class="home__strategy animate fadeInUp" data-delay="1200"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1262
1263<p class="hero home__strategy-text">You can face the present and future with confidence</p>
1264</div></div>
1265<div class="col-xs-12 col-md-6 mar-bot-sm">
1266<div class="home__strategy animate fadeInUp" data-delay="1600"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ovznMN7_nG3/tick-2.svg" alt="check mark icon" aria-hidden="true" class="home__strategy-icon">
1267
1268<p class="hero home__strategy-text">You can enjoy the wealth you’ve worked hard to earn</p>
1269</div></div></div>
1270
1271<p class="hero" style="text-align: center;"><a class="btn" href="https://outlook.office.com/book/[email protected]/s/Q8ZxNlLiCUSIZEzaEEt21w2">Get Started Today</a></p>
1272</div>
1273<div class="home__team">
1274<div class="row center-xs mar-bot-sm"><span class="delete-row"></span>
1275<div class="col-xs-12 col-sm-8">
1276
1277<h1 style="text-align: center;">The PWA team can build that foundation with you</h1>
1278
1279<p style="text-align: center;">We seek to diligently handle the heavy lifting required to lessen the financial burdens you may feel—allowing you to focus upon the more enjoyable and rewarding areas of your life.</p>
1280</div></div>
1281
1282<h2 class="accented mar-bot-sm" style="text-align: center;">Our Blueprint</h2>
1283<div class="row center-xs"><span class="delete-row"></span>
1284<div class="col-xs-12 col-sm-12 col-md-6 col-lg-4 mar-bot-sm">
1285<div class="accordion"><a class="toggle-accordion" href="#">We act as your fiduciary</a>
1286<div class="accordion-content">
1287
1288<p>As a Registered Investment Advisor, we are legally and ethically bound as your fiduciary. We gladly accept this duty and can always be counted upon to protect your best interest in every matter.</p>
1289</div></div></div>
1290<div class="col-xs-12 col-sm-12 col-md-6 col-lg-4 mar-bot-sm">
1291<div class="accordion"><a class="toggle-accordion" href="#">We remain independent</a>
1292<div class="accordion-content">
1293
1294<p>As an independent firm, we have no pressure to recommend one investment over another. This allows us the freedom to always pursue strategies and investments that are the most appropriate and beneficial in meeting your needs.</p>
1295</div></div></div>
1296<div class="col-xs-12 col-sm-12 col-md-6 col-lg-4 mar-bot-sm">
1297<div class="accordion"><a class="toggle-accordion" href="#">We operate as a team</a>
1298<div class="accordion-content">
1299
1300<p>We practice a collaborative team approach that draws from a broad range of experience, specialized skills and strategic expertise – creating a thoughtful process to sharpen and refine our perspective, strategies and overall best efforts.</p>
1301</div></div></div></div>
1302<div class="row center-xs"><span class="delete-row"></span>
1303<div class="col-xs-12 col-sm-12 col-md-6 col-lg-4 mar-bot-sm">
1304<div class="accordion"><a class="toggle-accordion" href="#">We strive for excellence</a>
1305<div class="accordion-content">
1306
1307<p>We have an unrelenting desire to do things the right way and to see our clients succeed. We continually strive for excellence in serving your needs and seek to provide you with the very best financial planning and investment management experience possible.</p>
1308</div></div></div>
1309<div class="col-xs-12 col-sm-12 col-md-6 col-lg-4 mar-bot-sm">
1310<div class="accordion"><a class="toggle-accordion" href="#">We serve as stewards</a>
1311<div class="accordion-content">
1312
1313<p>We hold your relationship in high regard and remain devoted to prudently managing all that has been entrusted to our care. You can be confident that decisions made on your behalf reflect our steadfast commitment to fulfilling our role as a faithful and discerning steward.</p>
1314</div></div></div></div>
1315
1316<p>
1317<br>
1318</p>
1319
1320<p>
1321<br>
1322</p>
1323<div class="row middle-xs mar-bot-md center-xs">
1324<div class="col-xs-12 col-md-5">
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1329<!-- <div class="col-xs-6 mar-bot-sm col-sm-4"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/yNxmrZMEF32O/Mike-Miller_TN-1-1-copy-2.jpg" alt="Mike headshot" class="home__team-headshot animate popIn"></div> -->
1330<div class="col-xs-6 mar-bot-sm col-sm-6"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/mThtf5F953Z/Hope.jpg" alt="Hope headshot" class="home__team-headshot animate popIn" data-delay="300" data-duration="450"></div></div></div>
1331<div class="col-xs-12 col-md-5 mar-bot-sm">
1332
1333<h2 class="mar-bot-sm">Other Company Highlights</h2>
1334<div class="home__team-item"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ous0WmddXqh/circle.svg" alt="star icon" aria-hidden="true" class="home__team-item-icon">
1335
1336<p class="hero home__team-item-text">Proprietary investment strategies</p>
1337</div>
1338<div class="home__team-item"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ous0WmddXqh/circle.svg" alt="star icon" aria-hidden="true" class="home__team-item-icon">
1339
1340<p class="hero home__team-item-text">Sensible, fee-based pricing</p>
1341</div>
1342<div class="home__team-item"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ous0WmddXqh/circle.svg" alt="star icon" aria-hidden="true" class="home__team-item-icon">
1343
1344<p class="hero home__team-item-text">Over 50 years of combined experience</p>
1345</div>
1346<div class="home__team-item"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ous0WmddXqh/circle.svg" alt="star icon" aria-hidden="true" class="home__team-item-icon">
1347
1348<p class="hero home__team-item-text">Large enough to create scale</p>
1349</div>
1350<div class="home__team-item"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/ous0WmddXqh/circle.svg" alt="star icon" aria-hidden="true" class="home__team-item-icon">
1351
1352<p class="hero home__team-item-text">Small enough to serve you directly</p>
1353</div></div></div>
1354
1355<p class="hero" style="text-align: center;"><a class="btn" href="/who-we-are/our-team">Meet the Team</a></p>
1356</div>
1357<div class="callout light">
1358
1359<h1 class="mar-bot-sm" style="text-align: center;">Taking the next step</h1>
1360
1361<h2 class="accented mar-bot-sm" style="text-align: center;">Our Process</h2>
1362<div class="row"><span class="delete-row"></span>
1363<div class="col-xs-12 col-sm-4 mar-bot-sm">
1364<div class="animate fadeInUp">
1365
1366<p class="hero is-m0" style="text-align: center;"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/5yuOwpaRHgQy/telephone.svg" style="display: block; vertical-align: top; margin: 0px auto 10px; width: 45px;" alt="phone icon"><strong>Intro Call</strong></p>
1367
1368<p style="text-align: center;">A quick phone call to make sure we’re the right partner for you. If we are, we’ll invite you to come in for our discovery meeting.</p>
1369</div></div>
1370<div class="col-xs-12 col-sm-4 mar-bot-sm">
1371<div class="animate fadeInUp" data-delay="300">
1372
1373<p class="hero is-m0" style="text-align: center;"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/dZkKdAXTErrA/compass-2.svg" style="display: block; vertical-align: top; margin: 0px auto 10px; width: 45px;" alt="compass icon"><strong>Discovery Meeting</strong></p>
1374
1375<p style="text-align: center;">A longer conversation where we can learn more about you and your financial goals. We’ll also share about our client role and how we serve clients like you, so that you'll leave with all the information you need to decide if we’re a good fit for you.</p>
1376</div></div>
1377<div class="col-xs-12 col-sm-4 mar-bot-sm">
1378<div class="animate fadeInUp" data-delay="600">
1379
1380<p class="hero is-m0" style="text-align: center;"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/QmEef-PMAZE/airplane.svg" style="display: block; vertical-align: top; margin: 0px auto 10px; width: 45px;" alt="airplane icon"><strong>Move Forward</strong></p>
1381
1382<p style="text-align: center;">If we mutually believe we’re a good fit for each other, we’ll begin to construct the tailored plan and investment strategy to secure your financial house.</p>
1383</div></div></div>
1384
1385<p>
1386<br>
1387</p>
1388
1389<p class="hero" style="text-align: center;"><a class="btn" href="https://outlook.office.com/book/[email protected]/s/Q8ZxNlLiCUSIZEzaEEt21w2">Let’s connect and start the conversation</a></p>
1390</div>
1391
1392<p>
1393<br>
1394</p>
1395
1396<h1 class="mar-bot-md" style="text-align: center;">Everyone has a Risk Number. What's yours?</h1>
1397<div class="row">
1398<div class="col-xs-12 col-sm-6"><img class="home__next-image animate fadeInUp" src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/-dHEZBeDYlE/ludovic-charlet-CGWK6k2RduY-unsplash.jpg" alt="speed limit sign"></div>
1399<div class="col-xs-12 col-sm-6">
1400
1401<p class="hero"><em>Do you know...</em></p>
1402
1403<ul>
1404<li class="hero">How much risk you want?</li>
1405<li class="hero">How much risk you need to take to reach your goals?</li>
1406<li class="hero">How much risk you actually have in your portfolio?</li>
1407</ul>
1408
1409<p class="hero">Take our free risk assessment.</p>
1410
1411<p class="hero"><a class="btn" href="https://pro.riskalyze.com/embed/248318cf26e603767c5e" rel="noopener noreferrer" target="_blank">Discover your risk number</a></p>
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1417	<div class="col-xs-12 col-sm-6">
1418
1419		<p class="hero">Let's talk.</p>
1420
1421		<p class="hero">No two families are the same; every journey is unique</p>
1422
1423		<p class="hero">We'd appreciate the opportunity to learn more about you and your goals.</p>
1424
1425		<p class="hero"><a class="btn" href="/contact-us">Let's Get to Know You</a></p>
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1436<h4 class="mar-bot-xs" style="text-align: center;">13355 Noel Road, Suite 1100 <br>Dallas, TX 75240</h4><p class="disclaimer" style="text-align: center;">Principia Wealth Advisory, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Principia Wealth Advisory, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes. No advice may be rendered by Principia Wealth Advisory, LLC unless a client service agreement is in place.</p><p class="disclaimer" style="text-align: center;"><br></p><p class="disclaimer" style="text-align: center;"><a href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/bODaZOYpBP6P/PWA-Privacy-Policy-2026-03-30.pdf" rel="noopener noreferrer" target="_blank">Privacy Policy</a> | <a href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/5IBb9Z5oRAjP/PWA-ADV-Part-2A-Brochure_2026-03-30.pdf" rel="noopener noreferrer" target="_blank">Form ADV</a> | <a href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/Z8F5yvEja4_g/PWA-Form-CRS_2026-03-30.pdf">Form CRS</a> |&nbsp;<a href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/r9ptoKjI8aQ5/2020-09-30-PWA-Disclosures-2020-1.pdf" rel="noopener noreferrer" target="_blank">Disclosures</a></p>
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1467
1468
1469
1470<script src="/assets/frameworks/assets/dist/js/global-2.0.2.js"></script>
vendor: 1 bytes, line 1470
1470
1471<script src="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/js/main-3.0.0.js"></script>
1471
1472
1473<!-- Google Tag Manager (noscript) -->
1474
1475<noscript><iframe src=https://www.googletagmanager.com/ns.html?id=GTM-PKH927B3
1476
1477height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
1478
1479<!-- End Google Tag Manager (noscript) -->
1480
1481<script src="https://cdnjs.cloudflare.com/ajax/libs/Swiper/4.5.0/js/swiper.min.js"></script>
1481
1482
1483<script>
1484  if(!window.suppress) {
1485  var mySwiper = new Swiper ('.swiper-container', {
1486    // Optional parameters
1487    direction: 'horizontal',
1488    loop: true,
1489
1490    // Pagination
1491    pagination: {
1492      el: '.swiper-pagination',
1493    },
1494
1495    // Navigation arrows
1496    navigation: {
1497      nextEl: '.swiper-button-next',
1498      prevEl: '.swiper-button-prev',
1499    },
1500  })
1501  }
1502</script>
vendor: 1 bytes, line 1502
1502
1503<script>
1504if(!window.suppress) {
1505  // Select all elements that have the .animate class
1506  const elements = document.querySelectorAll(".animate");
1507  
1508  elements.forEach(element => {
1509    
1510    /*** CHECK FOR data-delay PROPERTY ***/
1511    // Use that to add 'animation-delay' milliseconds to element on desktop sizes (>820px)
1512    const width = (window.innerWidth > 0) ? window.innerWidth : screen.width;
1513    if(width > 820 && element.dataset.delay) {
1514      element.style.animationDelay = element.dataset.delay + "ms";
1515    }
1516    
1517    /*** CHECK FOR data-threshold PROPERTY ***/
1518    // Use that to set the percentage that the element needs to be in-view before triggering
1519    const animateThreshold = parseInt(element.dataset.threshold)/100 || 1;
1520    const config = {
1521      threshold: animateThreshold
1522    }
1523
1524    /*** CHECK FOR data-duration PROPERTY ***/
1525    // Use that to add 'animation-duration' milliseconds to element
1526    element.style.animationDuration = element.dataset.duration + "ms";
1527
1528    // Create a new Intersection Observer for this element using the determined threshold and
1529    // the handler funciton, which just adds an "in-view" class to the element
1530    const observer = new IntersectionObserver(handler, config);
1531    // Observe the element...
1532    observer.observe(element);
1533  });
1534  
1535  function handler(entries, observer) {
1536    for (entry of entries) {
1537      if (entry.isIntersecting) {
1538        // a.k.a if element ENTERED --- do whatever you want
1539        entry.target.classList.add("in-view");
1540      } else {
1541        // a.k.a if element EXITED --- do whatever you want (or do nothing)
1542      }
1543    }
1544  }
1545}
1546</script>
1546
1547
1548<script>
1549if (location.href.includes("/free-resources/free-resources_")) {
1550  $("#sub-navigation ul li a[href='/free-resources/2024-important-numbers']").before(
1551    `<p class="free-resources-sub-navigation-category">General/Other</p>`
1552  );
1553  $("#sub-navigation ul li a[href='/free-resources/what-issues-should-i-consider-before-i-retire']").before(
1554    `<p class="free-resources-sub-navigation-category">Retirement Planning</p>`
1555  );
1556  $("#sub-navigation ul li a[href='/free-resources/tax-cuts-and-jobs-act-sunset-one-page-comparison-guide']").before(
1557    `<p class="free-resources-sub-navigation-category">Taxes</p>`
1558  );
1559  $("#sub-navigation ul li a[href='/free-resources/home-and-auto-insurance-review-checklist']").before(
1560    `<p class="free-resources-sub-navigation-category">Insurance</p>`
1561  );
1562  $("#sub-navigation ul li a[href='/free-resources/what-issues-should-i-consider-as-a-business-owner']").before(
1563    `<p class="free-resources-sub-navigation-category">Business Owners</p>`
1564  );
1565    $("#sub-navigation ul li a[href='/free-resources/what-issues-should-i-consider-when-having-or-adopting-a-child']").before(
1566    `<p class="free-resources-sub-navigation-category">Family</p>`
1567  );
1568}
1569</script>
1569
1570
1571<!-- tot - Global site tag (gtag.js) - Google Analytics -->
vendor: 64 bytes, lines 1571-1572
1571
1572<script async src="https://www.googletagmanager.com/gtag/js?id=
1572UA-46480539-15
vendor: 12 bytes, line 1572
1572"></script>
1573<script>
vendor: 127 bytes, lines 1574-1577
1574window.dataLayer = window.dataLayer || [];
1575function gtag(){dataLayer.push(arguments);}
1576gtag('js', new Date());
1577gtag('config', '
1577UA-46480539-15
vendor: 4 bytes, line 1577
1577');
1578</script>
1578
1579</body>
1580</html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.