Financial Advisors | Consultants

Financial advice and creative consulting for organizations making their communities better

PFM was founded in 1975 to provide governments, public agencies, and others serving their communities with independent advice from professionals who understand their distinct financial needs and challenges.

Across the country, our experienced advisors and consultants forge relationships with our clients so we can share in their vision. We deliver intelligent financial advice and creative consultation that empowers and informs them to achieve their goals. We know that serving our clients means serving their objectives, helping them find certainty in uncertain times.

About Us

We focus our expertise while fostering collaboration and creativity

The name PFM encompasses a group of affiliate companies, each providing specialized expertise and all of them working together to put our clients and their goals first.

Financial advisory services provided by PFM Financial Advisors LLC
Investor relations is a subsidiary of PFM Financial Advisors LLC
Consulting services provided by PFM Group Consulting LLC
Swaps and Derivatives services provided by PFM Swap Advisors LLC
Financial planning powered by our Synario™ platform, through PFM Solutions LLC

We are 100% owned by our firm’s Managing Directors, who set the firm’s strategic direction, manage specific practice areas, and maintain our client-first focus.

National reach with local expertise

With more than 300 professionals located in 32 offices spanning the US from coast-t

o-coast and north-to-south, we combine the strength of our national presence, broad expertise, and local insights.

Our History

From creating a new line of practice...

From the very beginning, we focused on the specific needs of governments, government agencies, and nonprofit organizations. We quickly found our purpose: helping our clients make a positive change in their worlds. In doing so, we created a new line of practice, and since then have remained a leader.

to growing into a leader...

With an unwavering commitment to serving our clients’ interests above all else, PFM has grown into one of the nation’s leading independent financial advisors. Today, PFM employs hundreds of professionals serving a diverse base of clients from locations in every region of the country.

As we continue forward, our sense of purpose and values will guide us as we deliver on our promise of trusted advice to clients who are transforming their worlds.