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What matters to you, matters to us

Wealth Management

You deserve a financial advisor who’s fully invested in your success — a partner who works with you to achieve your goals. We’ve built an entire firm dedicated to putting clients first. Our holistic approach means we look at everything that matters to you — your personal finances, business challenges, and family goals — to tailor a specialized team for you and comprehensive solutions to match. As a Registered Investment Advisor, and one of the largest in the nation¹, you can rest assured we aren’t being driven by anything other than the need to serve your best interests.

The sum of our strengths

We’ve earned the confidence of investors by offering distinctive solutions, diverse insights, and an exceptional client experience.

on RIA Channel’s Top 100 Wealth Manager Ranking
in assets under management

AUM as of December 31, 2019 

on Accounting Today’s top firms by AUM list

Low values, lower tax burden: Why you should transfer your wealth now

Low asset values resulting from a down market are creating tax-savings opportunities for transferring wealth to the next generation. Here’s why you should make the most of these favorable valuation conditions and consider transferring your wealth sooner than later. 

Article May 20, 2020 4 min read
What investors want to know now: A way forward

Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

Webinar June 9, 2020 60 min watch

Stay informed with the latest thought leadership and economic insights.

Focus and attention, for you

We're fully invested in your success. Our goal is to understand what matters to you, proactively address your needs, and build a lasting relationship. With specialists across a number of wealth management disciplines, we have the experience and expertise to provide the financial clarity you need to make decisions with ease and confidence. We can assist with:

  • A tailored investment strategy: We’ll develop an investment strategy that is based on your needs and goals.
  • Personal income tax: We’ll construct a tax strategy to maximize after-tax dollars while working on family goals
  • Trust: We can provide services as a trustee of revocable and irrevocable trusts and as a personal representative of probate estates.
  • Family estate and business education: We can create a legacy plan to benefit your family, charity, and business.
  • Insurance: We can review your current policies and create a customized insurance program.
  • Cash flow: We’ll balance cash flow, tax considerations, bill payment, and liquidity needs with your income and assets.

No matter where you are in life, our experts are here for you.

We’re here to help. Start a conversation today.

117th largest RIA ranked by Financial Advisor Magazine. Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.