Gain control of your finances with our strategy and approach
At PFM, our advisory firm exists to help our clients gain control of their finances and their futures. We’re focused on long-term results and implementing a comprehensive plan to help you reach your retirement goals.
Optimize your financial future with us
As a team of financial and investment advisors, PFM works with our clients on every aspect of their finances from evaluation to planning and investing. We worry about managing investments and tax planning so you don’t have to. And for long-term wealth decisions like insurance evaluation and estate-related scenarios, we’re with you every step of the way.
We’re with you for every financial decision.
You may have questions about how much to save, where to invest, how it all works. We’re your financial decision partners, from now and into retirement, here to answer every question and deliver a clear strategy and action plan you can apply to your life, right now.
Partners you can count on.
Our goal is for you to retire with confidence, secure in your finances with a plan that accounts for the things that matter to you.
Get started
It all begins with getting to know you – not only the current state of your finances but more about your family, your goals, and your vision for the future. We want to partner with you from the beginning to create a financial plan that’s as unique as you are.
Grow year after year
Our partnership can start at any point along your financial journey and evolve as it needs to as your life and needs change. We’re here through it all, for it all, alongside you helping you make decisions, from purchasing a home, planning for education costs, or protecting your estate, we are just a phone call away.
We’re fee-only advisors.
With a fee-only financial advisor, you can be more confident the advice you get is objective and unbiased. As fiduciaries, we’re required by law to make recommendations and manage your money for your benefit, not ours. We also believe it’s the right thing to do.
We’re up front with clients about potential risk and reward, and also clear with our recommendations.
Transparency
Our clients’ best interest is always our top priority. We’re committed to a long-term, balanced approach to your finances that is focused on long-term security and confidence in your retirement.
Trust
Have confidence in your financial future with transparent decision partners you can trust. Our financial experts at PFM have decades of experience managing portfolios and setting successful financial strategies. We’re here for you now and all the way through your retirement.
Confidence
Long-term view
For most of our clients, financial planning culminates in realizing their retirement goals. We keep your long-term financial wellbeing top of mind so you’re ready when the time comes.
Your retirement goals
You have a vision for the future that includes life after retirement. We’ll help translate your vision into an actionable, sustainable, customized financial plan that helps you achieve that vision.
We’re focused on your financial future.
You define the timeline and the destination. We advise the course.
We integrate your financial and asset management with tax planning for a comprehensive approach.
As your financial advisors, we can set a strategy that integrates every account and investment to make managing allocation and planning for taxes easier.
Asset allocation, portfolio management, and more we manage your investment strategy by having you in the right markets at the right times to help you achieve your goals.
Investments and Assets
No financial strategy is complete without a well-informed tax strategy. Planning for taxes is a part of the financial planning service we provide.
Taxes
How much to save, where to keep your money, when and where to move it? We have answers to questions like these—and more—to start you along the journey to meet your goals.
Finances
Control your financial future with PFM
It’s easy to get started with us and you’ll immediately feel peace of mind. Schedule a consultation, gather logins and documents, and meet with your advisor to start charting your financial course to the future you want.
Financial strategies to keep you on track.
Account Review
We start with a review of all accounts and assets.
Goal Setting
We get to know you and your vision for the future.
Management
We manage your investments and make the adjustments required to ensure you stay on track.
Quarterly Financial Reporting
We provide you with quarterly portfolio reports, so you know where you stand and stay aligned with your plan going forward
We have a three-step approach for all decision-making with our clients.
Plan
Gather the necessary information to ensure decision-making is well-informed.
Prioritize
Examine all actions through the lens of our client’s goals.
Take Action
Take the steps required to keep our clients’ money in the right places, working for them.
