PFM Advisor Service Menu

​The links below provide you with details on our service programs.

The Wealth Management Service is our comprehensive service program covering financial planning, asset management and other coordination services for a flat, monthly fee. Click the button below for details.

The Financial Management Service allows you to design a financial program to fit your situation. Planning services in conjunction with asset management are available in this service program. Click the button below for details.

The Asset Management Service is designed for individuals looking strictly for investment services. We utilize the same portfolio process as in our other service packages. Click the button below for details.

The Lifestyle Financial Plan is our entry-level program. It provides a detailed assessment for the individual looking to start a comprehensive financial plan or review an existing plan. Click the button below for details.