Our Approach

We take a very disciplined approach to decision making by using our thorough five-step process that focuses on a long-term context while removing the emotional element that may lead to focusing on short-term market dynamics.  Our diversified methodology seeks to balance risk and return related directly to your specific wealth management objectives.  Additionally, we are diligent in our efforts to keep the costs associated with your portfolio as low as possible so that we can help you maximize your performance.

From investment strategies to estate planning and business transition planning,  tax planning, and beyond, we’ll pursue and integrate the best solutions that will continue to help you and your family succeed.

To better serve you, PMFA consists of multi-disciplined, multi-talented financial advisory teams that include:

Relationship Managers are your ultimate advocate in your personal wealth management strategy. We understand your expectations—to partner with an advisor of integrity, character, and ability that you can entrust with the management of a very personal matter, your wealth.  We offer the highest level of personal service and wealth management expertise to achieve this objective. Our expertise has been honed from extensive experience in serving high net worth individuals, families, and institutions and comes from a broad spectrum of services within PMFA.   In fact, our PMFA partner group has more than 200 years of combined experience and even more importantly, an average of more than 15 years with our firm.  We are committed to serving as your trusted advisors.

Our Research Team is committed to the development, implementation and maintenance of creative strategies and processes that may enable you to meet or potentially exceed your financial goals. Our research team, based on their commitment of significant resources to the perpetual analysis of the economic environment and capital markets, can identify opportunities to enhance your portfolio.  These efforts are driven by our goal to provide you with the optimal balance of cutting-edge strategies and superior portfolio performance within the context of limiting risk and maintaining a long-term view.

Our Operations Team monitors and delivers accurate, useful information as an integral part of the service we provide you.  The critical information they provide is utilized in assessing your personal account and the respective appropriate portfolio considerations, ensuring you receive optimal service and the best opportunity for investment growth.

Our clients are our livelihood,

you are and always will be our number one priority.