Financial Advisory

Our 45+ year reputation is built upon putting our clients first. Our goal is to reduce our clients’ financing costs and identify risks in ever-changing markets.


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PFM Boosts Healthcare Expertise with Asset Acquisition of Melio & Company

PFM is proud to expand its healthcare practices with the asset acquisition of Melio & Company, a premiere healthcare financial advisory firm.

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PFM Welcomes Nathaniel "Nat" Singer

Nat serves as a Senior Director working on both financial and swap advisory engagements on a national basis. A former Chair of the Municipal Securities Rulemaking Board, Nat brings nearly four decades of experience to PFM

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Karen Kedem joins PFM’s National Higher Education Team

Karen Kedem has joined PFM as a Director in the Higher Education Group. She has two decades of capital markets experience including investment banking, rating strategy, and credit analysis. 

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