Founded in 1984, Professional Financial Management, Inc. (PFM) operates as a fee-only Registered Investment Adviser (RIA). The firm provides comprehensive financial planning and discretionary investment management services to individuals, families, trusts, and business entities. Their mission is to help clients achieve their financial goals through a disciplined, long-term approach to wealth management, covering areas such as retirement planning, estate planning, risk management, and investment strategy.

Founded in

United States