Portfolio Advisors

Overview

Gary Leffler founded the firm in 1990 on the premise that financial advice could be structured around long-term client relationships rather than transactional product sales. President and CEO Tina Mistry, a CFP® and Senior Financial Advisor, now runs the independent RIA, which serves mid-career professionals, pre-retirees, and retirees across the Central Valley and nationally. Portfolio Advisors employs evidence-based, fee-only investment management alongside integrated financial planning that covers retirement, tax, and estate considerations. The firm expresses a preference for time in markets over market timing, deploying client capital primarily through diversified portfolio strategies rather than direct venture or private-market commitments. Its client base spans C-suite executives, small business owners, medical professionals, teachers, and public employees. The firm operates from a single office in Fresno with three advisory professionals listed on its website: Mistry, Lead Financial Advisor AJ Flores (CFP®), and Associate Advisor Logan Sumter. In November 2025, Mistry delivered a keynote address at the 4th Annual Exceptional Parents Unlimited Gala of Light, highlighting the firm's engagement with Central Valley non-profit networks. Portfolio Advisors reports working with third- and fourth-generation members of founding client families. The firm’s structural distinction is its multi-generational client retention model in a geographic market—California's Central Valley—that remains underserved by large national wealth managers. Its focus on fee-only fiduciary advice and a family-office-style service ethos, without a multi-family office or placement-agent structure, anchors its identity as a local institution rather than a scalable financial platform.