Anthony Gerardot, CFP, APMA, CKA

05/28/2026

Our team is amazing, and we'd love for you to get to know us better.

Meet our summer intern, Amelia Weier.

Amelia is a student at Indiana University majoring in finance and business analytics.
She'll be a senior when she goes back next fall.

Of course, we subjected her to the full list of "Get to know Me" questions.

Here are Amelia's answers to our rapid-fire questions:

Favorite restaurant? IZAKAYA HIBACHI GRILL
Favorite meal/junk food? MAC & CHEESE
Favorite Vacation spot? VERO BEACH, FLORIDA
Hobbies: COLORING, WATCHING TV SHOWS, PLAYING CLUB VOLLEYBALL
What animal represents you? BEAR
Music? I LOVE LIVE MUSIC SO I ATTEND A LOT OF CONCERTS
Beach or Mountains? BEACH
Fun fact: I LOVE THE INDIANAPOLIS ZOO; I'VE BEEN A MEMBER FOR OVER 10 YEARS AND GIVE TOURS TO MY FRIENDS FOR FUN. AND I LOVE MUSICAL THEATRE.

Thanks Amelia, welcome to PVA, we're glad you're here.

05/27/2026

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/17/2026

Charitable giving has always felt pretty straightforward. You give, you deduct, and move on.

That may not hold up the same way in 2026. New tax rules could reduce how much of those contributions actually count, especially for higher earners who itemize. For many people, that means the same habits around giving may become less efficient over time.

This is where a bit more planning comes in. Timing, structuring gifts, or using tools like donor-advised funds can help make sure your giving still aligns with your broader financial picture.

Give to the causes you care about and potentially lower your tax bill in the process.