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Achieve your financial potential.
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Adding value across your entire financial life by executing with expertise and care.
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Independent -- Fiduciary -- Fee-Only -- CFP & CFA
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Tailored Financial Planning & Investment Management
PFM designs and executes financial strategies tailored to your goals, circumstances, and values. Our clients enjoy advice and execution in all areas of their financial lives.
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We combine the most rigorously tested tenets of investment management with your unique financial plan to make your money work harder for you. This is the endowment method of investing.
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