A complete list of active advisors currently associated with PMC Wealth, LLC

Warmer can help you find a great advisor at PMC Wealth, LLC or one who fits your needs even better.

PMC Wealth provides financial planning, cash-management advisory and portfolio management services to individuals, families, trusts, estates and business entities. The firm’s brochure describes both non‑custodial investment advice for outside accounts and optional portfolio management; as of the filing date it reported $550,000 of non‑discretionary assets under management and one client relationship. The firm delivers services through a subscription-style membership framework, supplemented by hourly planning engagements and traditional AUM‑based portfolio management where requested. PMC emphasizes active cash optimization — including institutional cash tools and a third‑party “KEEP with PMC” placement program that spreads balances across FDIC/NCUA‑insured networks — and provides model portfolios plus the option for discretionary or non‑discretionary custom management. Compared with many peers, PMC Wealth is a very small, recently formed advisory practice operating with a compact team and a concentrated client base, and currently reports no discretionary AUM. The brochure also discloses affiliations with licensed insurance agents and related entities, and a practice of coordinating with clients’ outside professionals, which can create conflicts that the firm says it manages through disclosures and internal policies.

To learn more about the advisors currently working at PMC Wealth, LLC, 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.