We are People Make the Difference (PMD). Our team works with you and your family to assist you with continued success.
We purposefully maintain a selective client base in order to provide a more comprehensive experience. Our ideal client is receptive to planning advice, while confident enough to voice concerns and cultivate an interest in the management of their assets. We seek individuals who want a true relationship with their advisor and want a dedicated team who will walk with them through life.
Developing a financial plan begins by learning more about you and your family. It involves understanding you on a personal level. We believe discussing your values, beliefs, and objectives for your financial future set the foundation for the relationship. In the beginning, we may have multiple meetings to discover what you truly want, such as investment growth, income production, protection of assets, generational planning, and strategic charitable giving. We will identify your natural comfort with risk and need for liquidity as well as the level of service needed from your PMD Advisory team.
As independent investment advisors, we offer a greater degree of flexibility than most firms and eliminate conflicts that can come with other investment firms or insurance companies. This allows us to be more selective in the choices we recommend while remaining truly objective, putting your needs before those of our firm.
The planning process is ongoing, as life inevitably changes from accumulating wealth and protecting your family to the distribution of wealth to provide for your family.
Our purpose is to help you invest with confidence so that you can achieve your goals. We strive toward continued greatness, but can only accomplish this through the relationships, support, and loyalty we share with our clients – The People.