PMB and Associates
At PMB & Associates, our philosophy is simple: successful wealth management is built on a strategy that focuses on you. In a world increasingly driven by technology, we believe true success in wealth management comes from human insight and care, not just algorithms. Innovation expands what’s possible, but it’s personal guidance that brings meaningful and lasting financial outcomes. That’s why we pair advanced technology and tools with a deep understanding of what matters most to you—helping to ensure every strategy reflects your priorities, your values and your vision for the future.
We offer the best of both worlds in wealth management—combining the personalized service of a boutique advisory team with the resources, security, and capabilities of a global financial institution.
Boutique-Level Commitment
- We Listen First: Understanding your situation to the fullest extent possible before making any recommendations.
- We Help You Pursue and Preserve Your Goals: Through proactive, team-based solutions and ongoing dialogue.
- We Communicate Clearly: Explaining every recommendation so you can make better, more informed decisions.
- We Deliver Premier Service: Accessible, Responsive, and Accountable—Always.
Global Resources & Expertise
- Wealth Planning Tools: Comprehensive strategies for retirement, gifting, education, real estate, business investments, insurance, and healthcare.
- Investment Advisory Services: Extensive products and platforms to execute personalized strategies.
- Personal Banking Solutions: Everyday banking, mortgages, credit, and business lending—from Bank of America.
- Philanthropic Consulting: Guidance for family legacy planning and charitable giving strategies aligned with your vision and values.
ChFC®, CFP®
ChFC®, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
