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
643<script>
vendor: 331 bytes, lines 643-651
643(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': 644 645new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], 646 647j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 648 649'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); 650 651})(window,document,'script','dataLayer','
651GTM-PKH927B3
vendor: 3 bytes, line 651
651');
651</script>
651 652 653<!-- End Google Tag Manager --> 654 655<!-- Google tag (gtag.js) -->
655<script async src=https://www.googletagmanager.com/gtag/js?id=G-2G61LNTL17></script>
655
655<script>
vendor: 127 bytes, line 655
655window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', '
655G-2G61LNTL17
vendor: 4 bytes, line 655
655');
655</script>
655 656 657 658 659</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 668d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM14.729 8.441h-1.732c-0.205 0-0.433 0.27-0.433 0.629v1.25h2.166l-0.328 1.783h-1.838v5.353h-2.044v-5.353h-1.854v-1.783h1.854v-1.049c0-1.505 1.044-2.728 2.477-2.728h1.732v1.897z"> 669</path> 670</symbol> 671<symbol id="icon-twitter" viewBox="0 0 24 24"> 672<title>twitter</title> 673<path 674d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM16.686 9.917c0.005 0.098 0.006 0.197 0.006 0.293 0 3-2.281 6.457-6.455 6.457-1.282 0-2.474-0.374-3.478-1.020 0.176 0.022 0.358 0.030 0.541 0.030 1.063 0 2.041-0.361 2.818-0.971-0.992-0.019-1.83-0.674-2.119-1.574 0.138 0.025 0.28 0.040 0.426 0.040 0.206 0 0.408-0.028 0.598-0.079-1.038-0.209-1.82-1.126-1.82-2.225v-0.028c0.306 0.169 0.656 0.272 1.028 0.284-0.61-0.408-1.009-1.102-1.009-1.89 0-0.415 0.112-0.806 0.307-1.141 1.12 1.373 2.79 2.275 4.676 2.372-0.040-0.167-0.059-0.34-0.059-0.518 0-1.252 1.015-2.269 2.269-2.269 0.652 0 1.242 0.276 1.656 0.718 0.517-0.103 1.002-0.29 1.44-0.551-0.169 0.529-0.528 0.974-0.997 1.256 0.46-0.056 0.896-0.178 1.303-0.359-0.304 0.455-0.689 0.856-1.132 1.175z"> 675</path> 676</symbol> 677<symbol id="icon-instagram" viewBox="0 0 24 24"> 678<title>instagram</title> 679<path 680d="M12.1,9.4c-1.6,0-2.9,1.3-2.9,2.9c0,1.6,1.3,2.9,2.9,2.9c1.6,0,2.9-1.3,2.9-2.9C15,10.8,13.7,9.4,12.1,9.4z M12.1,14 c-0.9,0-1.7-0.7-1.7-1.7c0-0.9,0.7-1.7,1.7-1.7c0.9,0,1.7,0.7,1.7,1.7C13.7,13.3,13,14,12.1,14z"> 681</path> 682<path 683d="M12,0.5C5.6,0.5,0.5,5.6,0.5,12S5.6,23.5,12,23.5S23.5,18.4,23.5,12S18.4,0.5,12,0.5z M17.5,14.9c0,1.4-1.2,2.6-2.6,2.6H9.1 c-1.4,0-2.6-1.2-2.6-2.6V9.1c0-1.4,1.2-2.6,2.6-2.6h5.9c1.4,0,2.6,1.2,2.6,2.6V14.9z"> 684</path> 685<circle cx="15.1" cy="8.7" r="0.8"></circle> 686</symbol> 687<symbol id="icon-linkedin" viewBox="0 0 24 24"> 688<title>linkedin</title> 689<path 690d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM9.18 16.775h-2.333v-7.507h2.333v7.507zM7.999 8.346c-0.737 0-1.213-0.522-1.213-1.168 0-0.659 0.491-1.165 1.243-1.165s1.213 0.506 1.228 1.165c0 0.646-0.475 1.168-1.258 1.168zM17.7 16.775h-2.333v-4.16c0-0.968-0.338-1.626-1.182-1.626-0.644 0-1.027 0.445-1.196 0.874-0.062 0.152-0.078 0.368-0.078 0.583v4.328h-2.334v-5.112c0-0.937-0.030-1.721-0.061-2.395h2.027l0.107 1.043h0.047c0.307-0.49 1.060-1.212 2.318-1.212 1.535 0 2.686 1.028 2.686 3.239v4.439z"> 691</path> 692</symbol> 693<symbol id="icon-google" viewBox="0 0 24 24"> 694<title>google</title> 695<path 696d="M12 0.48v0c6.362 0 11.52 5.158 11.52 11.52s-5.158 11.52-11.52 11.52c-6.362 0-11.52-5.158-11.52-11.52s5.158-11.52 11.52-11.52zM18.125 11.443h-1.114v-1.114h-1.114v1.114h-1.114v1.114h1.114v1.114h1.114v-1.114h1.114zM9.773 11.443v1.336h2.21c-0.089 0.573-0.668 1.681-2.21 1.681-1.331 0-2.416-1.102-2.416-2.461s1.086-2.461 2.416-2.461c0.757 0 1.264 0.323 1.553 0.601l1.058-1.019c-0.679-0.635-1.559-1.019-2.611-1.019-2.155 0-3.897 1.743-3.897 3.897s1.743 3.897 3.897 3.897c2.249 0 3.742-1.581 3.742-3.808 0-0.256-0.028-0.451-0.061-0.646h-3.68z"> 697</path> 698</symbol> 699<symbol id="icon-youtube" viewBox="0 0 24 24"> 700<title>youtube</title> 701<path 702d="M13.924 11.8l-2.695-1.258c-0.235-0.109-0.428 0.013-0.428 0.274v2.369c0 0.26 0.193 0.383 0.428 0.274l2.694-1.258c0.236-0.11 0.236-0.29 0.001-0.401zM12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM12 16.68c-5.897 0-6-0.532-6-4.68s0.103-4.68 6-4.68 6 0.532 6 4.68-0.103 4.68-6 4.68z"> 703</path> 704</symbol> 705<symbol id="icon-vimeo" viewBox="0 0 24 24"> 706<title>vimeo</title> 707<path 708d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM17.281 9.78c-0.61 3.499-4.018 6.464-5.041 7.141-1.025 0.674-1.961-0.272-2.299-0.989-0.389-0.818-1.552-5.248-1.856-5.616-0.305-0.367-1.219 0.368-1.219 0.368l-0.443-0.593c0 0 1.856-2.26 3.269-2.54 1.498-0.3 1.495 2.341 1.855 3.8
70809 0.349 1.42 0.583 2.231 0.887 2.231 0.305 0 0.887-0.79 1.523-2.004 0.638-1.214-0.026-2.287-1.273-1.524 0.498-3.048 5.208-3.782 4.598-0.283z"> 709</path> 710</symbol> 711<symbol id="icon-tumblr" viewBox="0 0 24 24"> 712<title>tumblr</title> 713<path 714d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM15.092 16.969c-0.472 0.226-0.898 0.382-1.279 0.474-0.382 0.089-0.794 0.136-1.237 0.136-0.504 0-0.949-0.066-1.337-0.194s-0.718-0.312-0.991-0.551c-0.274-0.236-0.463-0.492-0.569-0.76-0.106-0.27-0.158-0.659-0.158-1.168v-3.914h-1.219v-1.577c0.431-0.143 0.804-0.347 1.112-0.614 0.308-0.265 0.557-0.583 0.743-0.956 0.187-0.372 0.316-0.848 0.386-1.422h1.568v2.82h2.616v1.75h-2.616v2.862c0 0.647 0.034 1.062 0.102 1.244 0.067 0.185 0.193 0.33 0.378 0.44 0.245 0.148 0.524 0.222 0.836 0.222 0.559 0 1.114-0.185 1.666-0.553v1.762h-0.001z"> 715</path> 716</symbol> 717<symbol id="icon-yelp" viewBox="0 0 24 24"> 718<title>yelp</title> 719<path 720d="M12 0.48v0c6.362 0 11.52 5.158 11.52 11.52s-5.158 11.52-11.52 11.52c-6.362 0-11.52-5.158-11.52-11.52s5.158-11.52 11.52-11.52zM13.716 13.671v0c0 0-0.3-0.080-0.499 0.122-0.218 0.221-0.034 0.623-0.034 0.623l1.635 2.755c0 0 0.268 0.363 0.501 0.363s0.464-0.193 0.464-0.193l1.292-1.864c0 0 0.131-0.235 0.133-0.441 0.005-0.293-0.433-0.373-0.433-0.373l-3.059-0.991zM13.062 12.406c0.156 0.268 0.588 0.19 0.588 0.19l3.052-0.9c0 0 0.416-0.171 0.475-0.398 0.058-0.228-0.069-0.503-0.069-0.503l-1.459-1.734c0 0-0.126-0.219-0.389-0.241-0.29-0.025-0.467 0.329-0.467 0.329l-1.725 2.739c0.001-0.001-0.151 0.272-0.007 0.519v0zM11.62 11.338c0.359-0.089 0.417-0.616 0.417-0.616l-0.024-4.386c0 0-0.054-0.541-0.295-0.688-0.378-0.231-0.49-0.111-0.598-0.095l-2.534 0.95c0 0-0.248 0.083-0.377 0.292-0.185 0.296 0.187 0.73 0.187 0.73l2.633 3.624c0 0 0.26 0.271 0.591 0.189v0zM10.994 13.113c0.009-0.338-0.402-0.542-0.402-0.542l-2.724-1.388c0 0-0.404-0.168-0.6-0.051-0.149 0.089-0.283 0.252-0.295 0.394l-0.177 2.204c0 0-0.026 0.382 0.072 0.556 0.139 0.246 0.596 0.075 0.596 0.075l3.18-0.709c0.123-0.084 0.34-0.092 0.352-0.539v0zM11.785 14.302c-0.273-0.141-0.6 0.151-0.6 0.151l-2.129 2.366c0 0-0.266 0.362-0.198 0.584 0.064 0.208 0.169 0.312 0.318 0.385l2.138 0.681c0 0 0.259 0.054 0.456-0.003 0.279-0.082 0.227-0.522 0.227-0.522l0.048-3.203c0 0.001-0.011-0.308-0.26-0.438v0z"> 721</path> 722</symbol> 723<symbol id="icon-rss" viewBox="0 0 24 24"> 724<title>rss</title> 725<path 726d="M11.994 0.48c-6.362 0-11.514 5.152-11.514 11.514s5.152 11.514 11.514 11.514c6.362 0 11.514-5.152 11.514-11.514s-5.152-11.514-11.514-11.514v0zM9.112 16.68c-0.788 0-1.432-0.644-1.432-1.432s0.644-1.432 1.432-1.432c0.788 0 1.432 0.644 1.432 1.432s-0.644 1.432-1.432 1.432v0zM12.788 16.68c0-2.82-2.287-5.108-5.108-5.108v-1.499c3.642 0 6.607 2.954 6.607 6.607h-1.499zM15.775 16.68c0-4.475-3.631-8.095-8.095-8.095v-1.499c5.296 0 9.594 4.297 9.594 9.594h-1.499z"> 727</path> 728</symbol> 729<symbol id="icon-email" viewBox="0 0 24 24"> 730<title>email</title> 731<path 732d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.964,8.063L12.2,12.871a0.419,0.419,0,0,1-.391,0L6.036,8.063H17.964ZM5.2,8.724l4.084,3.4L5.2,15.293V8.724Zm0.87,7.213L10.1,12.8l1.044,0.866a1.341,1.341,0,0,0,1.718,0L13.9,12.8l4.027,3.133H6.07Zm12.73-.644-4.084-3.17,4.084-3.4v6.569Z"> 733</path> 734</symbol> 735<symbol id="icon-podcast" viewBox="0 0 24 24"> 736<title>podcast</title> 737<path 738d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM10.1,7.9a1.9,1.9,0,0,1,3.793,0v3.793a1.9,1.9,0,1,1-3.793,0V7.9Zm2.519,8.03V18H11.378V15.926a4.386,4.386,0,0,1-3.793-4.237H8.652A3.281,3.281,0,0,0,12,14.918a3.281,3.281,0,0,0,3.348-3.229h1.066A4.386,4.386,0,0,1,12.622,15.926Z"> 739</path> 740</symbol> 741<symbol id="icon-phone" viewBox="0 0 24 24"> 742<title>phone</title> 743<path 744d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm6,15.47a.58.58,0,0,1-.178.509l-1.69,1.678a.968.968,0,0,1-.3.216,1.251,1.251,0,0,1-.362.114c-.009,0-.034,0-.077.007s-.1.006-.165.006a5.653,5.653,0,0,1-2.1-.489,11.2,11.2,0,0,1-1.773-.973,13.188,13.188,0,0,1-2.11-1.78,13.977,13.977,0,0,1-1.475-1.677A12.061,12.061,0,0,1,6.824,11.6a7.983,7.983,0,0,1-.533-1.233,6.473,6.473,0,0,1-.242-.954A3.217,3.217,0,0,1,6,8.784c.009-.153.013-.237.013-.254a1.247,1.247,0,0,1,.114-.363.967.967,0,0,1,.216-.3L8.032,6.178A.559.559,0,0,1,8.439,6a.475.475,0,0,1,.292.095.872.872,0,0,1,.216.236l1.361,2.58a.62.62,0,0,1,.063.445.794.794,0,0,1-.216.407l-.623.623a.2.2,0,0,0-.044.082.3.3,0,0,0-.019.1,2.282,2.282,0,0,0,.228.61,5.635,5.635,0,0,0,.471.743,8.171,8.171,0,0,0,.9,1.011,8.494,8.494,0,0,0,1.01
7447.909,5.962,5.962,0,0,0,.744.477,2.011,2.011,0,0,0,.457.184l.159.032a.332.332,0,0,0,.083-.019.219.219,0,0,0,.083-.045l.724-.737a.779.779,0,0,1,.534-.2.66.66,0,0,1,.343.077h.013l2.453,1.449A.64.64,0,0,1,18,15.47Z"> 745</path> 746</symbol> 747<symbol id="icon-blog" viewBox="0 0 24 24"> 748<title>blog</title> 749<path 750d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9.083,17H7V14.917l6.146-6.146,2.083,2.083Zm7.76-7.76-1.016,1.016L13.745,8.172,14.76,7.156a0.566,0.566,0,0,1,.781,0l1.3,1.3A0.566,0.566,0,0,1,16.844,9.24Z" /> 751</symbol> 752<symbol id="icon-search" viewBox="0 0 24 24"> 753<title>search</title> 754<path 755d="M17.611,15.843a9.859,9.859,0,1,0-1.769,1.769l6.379,6.379,1.769-1.769ZM9.836,17.17A7.334,7.334,0,1,1,17.17,9.836,7.342,7.342,0,0,1,9.836,17.17Z" /> 756</symbol> 757<symbol id="icon-brokercheck" viewBox="0 0 100 100"> 758<title>brokercheck</title> 759<path 760d="M67.057,60.029a2.968,2.968,0,0,0-4.2-.119,19.351,19.351,0,1,1,.8-27.341A2.968,2.968,0,1,0,67.976,28.5a25.288,25.288,0,1,0-1.038,35.728A2.968,2.968,0,0,0,67.057,60.029Z" /> 761<path 762d="M47.714,32.506a0.654,0.654,0,0,0-.49-1.185,14.61,14.61,0,0,0-9.183,23.649,0.611,0.611,0,0,0,1.084-.506C37.286,46.088,39.185,37.392,47.714,32.506Z" /> 763<path 764d="M63.814,69.544a0.906,0.906,0,0,0-1.222-.374l-3.7,1.965a0.9,0.9,0,1,0,.848,1.6l3.7-1.965A0.906,0.906,0,0,0,63.814,69.544Z" /> 765<path 766d="M70.211,80.4l-3.455-6.5a3.1,3.1,0,1,0-5.47,2.909l3.455,6.5A3.1,3.1,0,0,0,70.211,80.4Zm-1.012,1.8a0.948,0.948,0,0,1-1.278-.391l-1.21-2.276a0.945,0.945,0,1,1,1.669-.887l1.21,2.276A0.948,0.948,0,0,1,69.2,82.209Z" /> 767</symbol> 768<symbol id="icon-brokercheck-color" viewBox="0 0 100 100"> 769<title>brokercheck</title> 770<path 771d="M67.057,60.029a2.968,2.968,0,0,0-4.2-.119,19.351,19.351,0,1,1,.8-27.341A2.968,2.968,0,1,0,67.976,28.5a25.288,25.288,0,1,0-1.038,35.728A2.968,2.968,0,0,0,67.057,60.029Z" 772fill="#1965A2" /> 773<path 774d="M47.714,32.506a0.654,0.654,0,0,0-.49-1.185,14.61,14.61,0,0,0-9.183,23.649,0.611,0.611,0,0,0,1.084-.506C37.286,46.088,39.185,37.392,47.714,32.506Z" 775fill="#4DA3DB" /> 776<path 777d="M63.814,69.544a0.906,0.906,0,0,0-1.222-.374l-3.7,1.965a0.9,0.9,0,1,0,.848,1.6l3.7-1.965A0.906,0.906,0,0,0,63.814,69.544Z" 778fill="#CF3317" /> 779<path 780d="M70.211,80.4l-3.455-6.5a3.1,3.1,0,1,0-5.47,2.909l3.455,6.5A3.1,3.1,0,0,0,70.211,80.4Zm-1.012,1.8a0.948,0.948,0,0,1-1.278-.391l-1.21-2.276a0.945,0.945,0,1,1,1.669-.887l1.21,2.276A0.948,0.948,0,0,1,69.2,82.209Z" 781fill="#CF3317" /> 782</symbol> 783<symbol id="icon-play" viewBox="0 0 100 100"> 784<title>Play</title> 785<polygon points="31.934 26.442 72.233 50 31.934 73.558 31.934 26.442" /> 786</symbol> 787<symbol id="icon-pause" viewBox="0 0 100 100"> 788<title>Pause</title> 789<polygon points="69.093 80 69.093 20 58.193 20 58.193 80 69.093 80" /> 790<polygon points="41.807 80 41.807 20 30.907 20 30.907 80 41.807 80" /> 791</symbol> 792 793</defs> 794</svg> 795 796 797<div id="pull-out-nav"> 798<div class="pull-out-header"> 799<div class="close-menu"> 800<span></span> 801</div> 802</div> 803<div class="nav-wrapper"> 804<ul class="main-nav"> 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820<li><a href="/who-we-are">Who We Are</a></li> 821 822 823 824 825 826 827 828 829 830<li><a href="/who-we-serve">Who We Serve</a></li> 831 832 833 834 835 836 837 838 839 840<li><a href="/what-we-do">What We Do</a></li> 841 842 843 844 845 846 847 848 849 850<li><a href="/blog">Blog</a></li> 851 852 853 854 855 856 857 858 859 860<li><a href="/free-resources">Free Resources</a></li> 861 862 863 864 865 866 867 868 869 870<li><a href="/contact-us">Contact Us</a></li> 871 872 873 874 875 876 877 878 879 880<li><a href="/client-login-old">Client Login</a></li> 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961</ul> 962</div> 963</div> 964<div id="page-wrapper" 965class="has-fixed-header"> 966 967<header id="header" role="banner"> 968<div class="header-inner"> 969 970 971<div id="logo"> 972<a href="/"> 973 974<img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/jM46cRwQgst/2db0d642.jpeg" alt="Logo for Principia Wealth Advisory"> 975 976 977</a> 978</div> 979 980 981 982<div class="menu-toggle"> 983<span></span> 984</div> 985<nav id="main-navigation"> 986<ul> 987 988 989 990<li class="dropdown"> 991<a href="/who-we-are">Who We Are</a> 992<ul> 993 994 995 996<li><a href="/who-we-are/our-team">Our Team</a></li> 997 998 999 1000 1001<li><a href="/who-we-are/our-story">Our Story</a></li> 1002 1003 1004 1005 1006<li><a href="/who-we-are/our-duty">Our Duty</a></li> 1007 1008 1009</ul> 1010</li> 1011 1012 1013 1014<li class="dropdown"> 1015<a href="/who-we-serve">Who We Serve</a> 1016<ul> 1017 1018 1019 1020<li><a href="/who-we-serve/families-building-wealth">Families and Individuals Building Wealth</a></li> 1021 1022 1023 1024 1025<li><a href="/who-we-serve/retirees-enjoying-wealth">Retirees Enjoying Wealth</a></li> 1026 1027 1028</ul> 1029</li> 1030 1031 1032 1033<li class="dropdown"> 1034<a href="/what-we-do">What We Do</a> 1035<ul> 1036 1037 1038 1039<li><a href="/what-we-do/investment-management">Investment Management</a></li> 1040 1041 1042 1043 1044<li><a href="/what-we-do/financial-planning">Financial Planning</a></li> 1045 1046 1047</ul> 1048</li> 1049 1050 1051 1052<li><a href="/blog">Blog</a></li> 1053 1054 1055 1056<li class="dropdown"> 1057<a href="/free-resources">Free Resources</a> 1058<ul> 1059 1060 1061 1062<li><a href="/free-resources/free-resources_">Free Resources</a></li> 1063 1064 1065 1066 1067<li><a href="/free-resources/2025-important-numbers">2025 Important Numbers</a></li> 1068 1069 1070 1071 1072<li><a href="/free-resources/master-list-of-goals">Master List of Goals</a></li> 1073 1074 1075 1076 1077<li><a href="/free-resources/where-should-my-next-dollar-go">Where Should My Next Dollar Go?</a></li> 1078 1079 1080 1081 1082<li><a href="/free-resources/what-issues-should-i-consider-before-i-retire">What Issues Should I Consider Before I Retire?</a></li> 1083 1084 1085 1086 1087<li> 1088<a href="/free-resources/tax-return-review-checklist-for-retirees" class="external">Tax Return Review Checklist for Retirees</a> 1089</li> 1090 1091 1092 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 1096 1097 1098 1099<li><a href="/free-resources/tax-return-review-checklist-for-retirees">Tax Return Review Checklist for Retirees</a></li> 1100 1101 1102 1103 1104<li><a href="/free-resources/tax-return-review-checklist-for-your-working-years">Tax Return Review Checklist for Your Working Years</a></li> 1105 1106 1107 1108 1109<li><a href="/free-resources/home-and-auto-insurance-review-checklist">Home & Auto Insurance Review Checklist</a></li> 1110 1111 1112 1113 1114<li><a href="/free-resources/health-and-life-insurance-review-checklist">Health and Life Insurance Review Checklist</a></li> 1115 1116 1117 1118 1119<li><a href="/free-resources/what-issues-should-i-consider-as-a-business-owner">What Issues Should I Consider as a Business Owner? </a></li> 1120 1121 1122 1123 1124<li><a href="/free-resources/what-issues-should-i-consider-when-starting-a-business">What Issues Should I Consider When Starting a Business?</a></li> 1125 1126 1127 1128 1129<li><a href="/free-resources/what-issues-should-i-consider-when-having-or-adopting-a-child">What Issues Should I Consider When Having (or Adopting) a Child?</a></li> 1130 1131 1132 1133 1134<li><a href="/free-resources/what-issues-should-i-consider-when-getting-married">What Issues Should I Consider When Getting Married?</a></li> 1135 1136 1137</ul> 1138</li> 1139 1140 1141 1142<li><a href="/contact-us">Contact Us</a></li> 1143 1144 1145 1146<li class="dropdown"> 1147<a href="/client-login-old">Client Login</a> 1148<ul> 1149 1150 1151 1152<li> 1153<a href="https://login.bdreporting.com/Auth/principia/SignIn" target="_blank" class="external">Black Diamond (Investments)</a> 1154</li> 1155 1156 1157 1158 1159<li> 1160<a href="https://wealth.emaplan.com/ema/SignIN" target="_blank" class="external">PWA Mobile (Financial Planning)</a> 1161</li> 1162 1163 1164 1165 1166<li> 1167<a href="http://schwaballiance.com/" target="_blank" class="external">Schwab Alliance (Schwab Login)</a> 1168</li> 1169 1170 1171</ul> 1172</li> 1173 1174 1175 1176</ul> 1177</nav> 1178 1179</div> 1180</header> 1181 1182 1183<div 1184class="page-bg full-screen is-0"> 1185 1186 1187<div class="bg" 1188style="background-image:url('https://static.twentyoverten.com/5f2186bef328005c3ec759df/qVuRXCfl7ZZ/eran-menashri-EPBCc0kyd0Y-unsplash.jpg'); background-position: center center; background-repeat: no-repeat; background-attachment: scroll; background-size: cover;"> 1189</div> 1190 1191 1192<div class="overlay"> 1193<div class="container"> 1194 1195 1196<div class="header-push"></div> 1197 1198 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> 1203</div> 1204</div> 1205</div> 1206 1207<div class="scroll-down"> 1208<span></span> 1209</div> 1210 1211</div> 1212 1213<div class="content-wrapper"> 1214 1215<div class="container"> 1216<main id="content" class="main-content" data-location="content" data-id="6a173d6abb1b0208dfc90a55" data-type="page" role="main"> 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 thatâs overwhelmingâ¦</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 donât have time to create a financial plan, much less manage one</li> 1228<li class="hero mar-bot-xs">Youâre worried about whatâs 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 donât know if youâre 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 youâve 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 feelâallowing 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 â 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"> 1325<div class="row center-xs"> 1326<div class="col-xs-6 mar-bot-sm col-sm-6"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/nlDaFRFWSoN/AJ.jpg" alt="AJ headsh
1326ot" class="home__team-headshot animate popIn" data-duration="450"></div> 1327<div class="col-xs-6 mar-bot-sm col-sm-6"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/h2musH1NQwz/Andy.jpg" alt="Andy headshot" class="home__team-headshot animate popIn" data-delay="100" data-duration="450"></div> 1328<div class="col-xs-6 mar-bot-sm col-sm-6"><img src="https://static.twentyoverten.com/5f2186bef328005c3ec759df/pclEP9t7bQG/Matt.jpg" alt="Matt headshot" class="home__team-headshot animate popIn" data-delay="100" data-duration="450"></div> 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 weâre the right partner for you. If we are, weâll 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. Weâll 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 weâre 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 weâre a good fit for each other, weâll 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">Letâs 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> 1412</div></div> 1413<!-- <div class="row middle-xs mar-bot-md"> 1414 <div class="col-xs-12 col-sm-6"> 1415 <br> 1416 </div> 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> 1426 </div> 1427</div> --> 1428</main> 1429</div> 1430 1431</div> 1432<footer class="footer" role="contentinfo"> 1433<div class="footer-wrapper"> 1434<div class="container"> 1435<div class="footer-content" data-location="footer" data-id="6a173d6abb1b0208dfc90a55" data-type="footer"> 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> | <a href="https://static.twentyoverten.com/5f2186bef328005c3ec759df/r9ptoKjI8aQ5/2020-09-30-PWA-Disclosures-2020-1.pdf" rel="noopener noreferrer" target="_blank">Disclosures</a></p> 1437</div> 1438<div id="tot_badge"> 1439<p> 1440<a href="https://twentyoverten.com" target="_blank"> 1441 1442<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%23eeeeee'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%23eeeeee'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%23eeeeee'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten"> 1443 1444<span>Powered by Twenty Over Ten</span> 1445</a> 1446</p> 1447</div> 1448</div> 1449</div> 1450 1451</footer> 1452<div class="pull-out-overlay"></div> 1453</div> 1454 1455
1456<script> 1457window.appUrl = 'https://app.twentyoverten.com'; 1458window.siteUrl = 'https://pwadvisory.com'; 1459window.suppress = false; 1460window.calendlyActive = true; 1461</script>
vendor: 1 bytes, line 1461
1461
1462<script src="https://ajax.googleapis.com/ajax/libs/jquery/2.2.4/jquery.min.js"></script>
vendor: 1 bytes, line 1462
1462
1463<script> 1464$('.g-recaptcha').html(''); 1465</script>
1465 1466
1467<script src="https://assets.calendly.com/assets/external/widget.js" type="text/javascript"></script>
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.