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

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

Professional Financial Management, Inc. serves primarily individual investors—including high‑net‑worth clients—as well as a range of institutional and fiduciary clients such as pension and profit‑sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management alongside tiered planning services (investment management, abbreviated financial planning, and comprehensive wealth advisory), separately managed accounts, and standalone portfolio reviews. PFM implements investment decisions using fundamental and cyclical analysis and allocates across a set of defined strategies that include fixed‑income, municipal income, a paid‑to‑wait income approach, hedged public equity exposures, and a “best ideas” equity portfolio, typically accessed via mutual funds, ETFs, and other pooled vehicles that may employ derivatives or shorting. It incorporates outside employer retirement accounts into its analysis and planning but does not obtain discretionary authority over those outside accounts, and it monitors client portfolios on an ongoing basis with reviews determined by advisors. Distinctive features for a firm of this size include a compact three‑advisor team holding professional designations (multiple CFP designees and a CFA charterholder) and an explicit practice of treating cash as an asset class and retaining defensive cash positions when deemed appropriate. The brochure also highlights limits on cryptocurrency activity—PFM does not exercise discretionary authority to purchase cryptocurrencies and will only pursue such investments with client authorization—and a comprehensive wealth advisory offering that includes Monte Carlo retirement analysis, insurance and long‑term care reviews, estate flow charts, and coordination with other professionals.

To learn more about the advisors currently working at Professional 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.