Our Mission Statement

Committed to the Highest Standards

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. To provide quality, high touch, comprehensive financial services/wealth management. We are committed to helping people define and reach their financial dreams by being their financial GPS.

Contact Details

870 Kipling St Unit A
Lakewood, Colorado
80215

pbf@pbfadvisors.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

Get in Touch with PBF

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide tax or legal advise. 

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.