A complete list of active advisors currently associated with Private Financial Management LLC

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

Private Financial Management LLC is a solo SEC‑registered adviser that provides ongoing financial planning and execution and discretionary portfolio management, reporting $147,919,933 in discretionary assets across roughly 30 clients. Its planning engagements include implementation support, introductions to other professionals, business planning, employee benefits optimization, and equity‑compensation analysis. The firm describes an investment approach that blends evidence‑based principles with fundamental, technical, and cyclical analysis, using strategic asset allocation with tactical tilts and a mix of active and passive vehicles to match time horizons and tax considerations. Accounts are managed on a discretionary basis under a Limited Power of Attorney, with client assets held at an independent custodian; the brochure notes the firm does not take custody of client assets. PFM’s brochure highlights services that are atypical for a one‑advisor independent firm, including pension/employee‑benefit consulting and support for pooled‑vehicle portfolio management alongside detailed equity‑compensation work (pre‑IPO considerations and 10b5‑1 plan design). It also reports a notable non‑U.S. client base and a client mix focused on high‑net‑worth individuals rather than typical retail (non‑HNW) individual clients, resulting in relatively high AUM per client.

To learn more about the advisors currently working at Private Financial Management 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.