Professional Financial Management, Inc.
Professional Financial Management was founded in 1991 to provide truly unbiased and qualified fee-only financial planning and investment advisory services. The firm manages over $200 million for approximately 146 clients across 27 states, and is registered as an investment advisor in Montana, California, Alaska and Louisiana. Financial planning services are performed on an hourly basis, while investment advisory services are based on a percentage of portfolio assets.
Recommendations are carefully tailored to each client's unique situation and goals, and clients are active participants in the process. The firm serves a wide variety of clients, including business owners, professionals, university professors, retirees, and public employees.
The firm's investment strategies are based on proven principals that have worked over a variety of market conditions. Clients are authorized to hold funds offered by Dimensional Fund Advisors, one of the most respected fund families in the industry.
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