A complete list of active advisors currently associated with PMA Wealth Management

Warmer can help you find a great advisor at PMA Wealth Management or one who fits your needs even better.

PMA Wealth Management is a single-advisor, independent registered investment adviser that manages about $25.3 million in discretionary assets for roughly 45 clients. The firm provides ongoing portfolio management for individuals, high‑net‑worth clients, and charitable organizations, and documents client goals and risk tolerances in individualized Investment Policy Statements. The firm’s investment process emphasizes diversified, ETF‑focused portfolios but includes a broad set of allowable investments — mutual funds, equities, fixed income, annuities, precious‑metal ETFs, venture capital funds, and private placements — and employs fundamental, quantitative, and technical analysis. PMA uses both long‑term and short‑term trading strategies, may trade on margin, seeks discretionary trading authority, and provides quarterly account reviews through the custodian. PMA has several features that distinguish it from many solo independent advisers: the principal maintains an affiliation with an accounting firm and also operates as a licensed insurance agent and registered representative, arrangements the firm discloses and says it manages to address conflicts of interest. The firm also explicitly serves charitable organizations (a less common client type for peers) and requires clients to custody assets through its designated institutional custodian.

To learn more about the advisors currently working at PMA Wealth Management, 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.