PMB and Associates

At the heart of our work is a deep commitment to the families we serve. Every interaction, every recommendation, every strategy, is shaped by our belief that clients deserve to feel heard, valued, and confidently supported as they navigate complex financial decisions. The following principles guide how we show up for our clients every day.

Personalized Guidance
We believe that exceptional financial guidance begins with understanding. Every family has its own story—its own priorities, values, and vision for the future. We take the time to listen intently and engage thoughtfully. Our goal is to provide advice that reflects the full complexity of each family's financial life, offering clarity and direction tailored to what matters most to them.

Innovative Solutions
Today's financial landscape demands more than traditional approaches. We integrate advanced technology, modern analytical tools, and access to highly rated research to design strategies that are both effective and efficient. By combining the insights of seasoned professionals with the power of innovative solutions, we're able to deliver guidance that adapts to evolving needs, responds to shifting markets, and empowers families to make informed decisions with clarity and conviction.

Enduring Trusted Relationships
Trust is the foundation of everything we do. Families rely on us not only for expertise, but for consistency, integrity, and collaboration. We honor that trust by being accessible, accountable, and deeply invested in our clients' long‑term success. Our relationships extend beyond transactions—they are built over years, and often across generations, grounded in the unwavering belief that our clients deserve a partner who stands beside them through life's most important financial moments.

_{Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel's 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.}