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(937) 294-9000

WELCOME TO PETRA FINANCIAL SOLUTIONS!

Petra Financial Solutions, Inc. is an independent financial services firm providing efficient, high quality service to a variety of individuals, families and businesses. We believe the financial planning process and objective advice are the foundation for making sound financial decisions. Our professionals are committed to financial education for themselves and our clients. We conduct educational workshops on financial planning matters to a wide variety of audiences to help our clients gain the skills needed to achieve maximum benefits from the planning process.

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WHATEVER YOUR GOALS, WE'RE HERE TO HELP YOU REACH THEM

Petra Financial Solutions was founded with the goal of assisting our clients with important aspects of their financial lives. Through individual planning, we strive to  help create financial stability and security in order to provide financial independence.

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RETIREMENT PLANNING

RETIREMENT PLANNING

Enjoy the fruits of your labor! Our mission is to help make this significant milestone more manageable and less stressful by building a personalized retirement strategy.

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WEALTH MANAGEMENT

WEALTH MANAGEMENT

Growing your wealth requires patience and foresight. With our investment strategies, we deliver a personal approach to build and preserve your wealth.

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INSURANCE SOLUTIONS

INSURANCE SOLUTIONS

A good defense is the best offense. We evaluate your changing needs to develop proper protection strategies to provide you financial confidence.

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