PFM l Specialized & Strategic Financial Advice

Partner with us to transform your world

Financial Advisory

We advise on debt management and portfolio optimization, transaction structuring and execution, capital and financial planning, and credit analysis among other services.

Drawing upon 50 years of expertise, we bring the ideal balance of ingenuity and fiduciary focus.

Consulting

We tackle the complex challenges faced by public sector leaders, delivering in-depth analysis and insightful perspectives that help ensure sustainable fiscal health, enhance operational efficiencies, and support alignment with policy goals.

Alternative Finance

Drawing upon our decades-deep grounding in public finance, we help our clients assess and access private capital and other alternative funding to achieve a public benefit.

Specialized Services

Our extensive expertise gives us the broad capabilities to match the specialized needs of our clients, no matter their size or situation. It’s part of our commitment to serving the public sector and institutions.

Structured Products Group

We provide a comprehensive set of services related to bond proceeds investments including the structuring and competitive procurement of structured investments and fixed-income portfolios for escrows, construction accounts, reserve funds, and the like.

Financial Modeling
Powered by Synario™

Coupling our financial modeling experience with our proprietary financial modeling platform, Synario™ lets us focus on forecasting, while you focus on your ambitions.

WHY WORK WITH US

Where will you find certainty in uncertain times?

At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.

Our financial advisors and consultants partner with clients large and small to transform their world. Beyond superior financial advice, we offer tailored creative consultation that empowers, mobilizes and educates—which, in turn, ensures sustainable outcomes.

Simply put, we provide visionaries the lens to a brighter future.

Which explains why hundreds of state and local governments, health systems, universities, school districts, banks and non-profit agencies trust PFM as their companion when navigating change and achieving tomorrow’s goals.

Let us help your dreams take flight.

Ingenuity. Sustainability. Resourcefulness. That’s PFM.

For More Information

Consult one of our professionals