Guaranteed Impartiality

Most financial advisory firms are fee-based, as opposed to fee-only, which means their compensation consists of both fees and commissions. Other firms are commission-based, which leads to a product sales-based relationship rather than a true advisory service.

At PFM, we pride ourselves in serving our clients under a fee-for-service relationship. This structure allows us to sit on the same side of the table as our clients, objectively considering your financial options. We receive no third-party commissions, sales loads or back-end fees, which removes conflicts of interest that could potentially influence an advisor’s recommendations.

Who Are We?

Choosing the right financial advisor is a big decision. You need experience, skill and a genuine commitment to your success.  We offer fee-only financial advisory services for business owners and high net worth individuals, with a specialization in dentistry and healthcare.

Company Philosophy

We offer highly customizable services spanning a complete range of financial planning needs. Our fee-only structure – along with a genuine commitment to client success – is pivotal to our long-lasting client relationships. Clients have confidence in the integrity of PFM recommendations, as they are not biased by commissions, fees, kickbacks or soft-dollar arrangements.