Professional Financial Management

At Professional Financial Management (PFM), we take a slightly different approach than other investment advisors.  We talk with you rather than talking at you.  We listen to your individual needs and desires – rather than discussing the generic “dream” retirement.  We believe that success is measured by the comfort and reliability of your lifestyle and your financial situation.  Our clients benefit from the knowledge and expertise of our entire team. While you will have a dedicated associate to meet with you and answer all of your questions, internally we review each client situation as a team. Our combined experience and varying areas of expertise allow for constructive brainstorming and formulation of what we believe to be the best course of action for each client. Our unique process of coordinated effort enhances quality, and sets our services apart.