Financial Advisors | Consultants

Advice for people transforming their world

At PFM, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, the collaboration and the creativity that define working with PFM. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.

About Us

History of PFM

PFM, as successor in interest of the financial advisory and consulting businesses of Public Financial Management, Inc., opened its first office in Philadelphia in 1975. From the very beginning, we had a distinct advantage over the competition: we understood the need for a financial services firm founded exclusively for the benefit of governments and charitable institution clients. Thanks to 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. We are financial advisors and consultants who work across a broad range of traditional and special purpose sectors. Our duty as a fiduciary, combined with our bedrock principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice that will help our clients transform their world.