A complete list of active advisors currently associated with Personal Financial Management, Inc.

Warmer can help you find a great advisor at Personal Financial Management, Inc. or one who fits your needs even better.

The firm provides portfolio management and consulting primarily to individual clients, trusts and estates, overseeing roughly $31 million across about 108 client accounts. It offers both discretionary and non-discretionary investment management and periodic, project-based consulting, focusing on instruments such as equities, mutual funds, ETFs, publicly traded REITs and MLPs. Investment programs are individualized through client discussions to establish objectives, time horizon, risk tolerance and liquidity needs, and the firm employs fundamental, mutual fund/ETF and technical analysis to construct portfolios that are generally long-term but may include shorter-term trades. Accounts are monitored on an ongoing basis with at least biannual reviews, and the firm uses independent custodians and an institutional custodial platform for trade execution and custody. What is distinctive is that the firm’s principal also operates a private accounting and tax practice and may devote up to half of their professional time to that non-advisory activity; the firm may recommend those accounting services to advisory clients but clients are not required to use them. The brochure discloses this affiliation and related potential conflicts of interest (including steps such as disclosure and a policy against referral fees), and it also discloses participation in an institutional custody program that provides services and benefits to the firm.

To learn more about the advisors currently working at Personal Financial Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.