Your Personalized Path to Financial Freedom

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When it comes to having a clear strategy to reach your financial goals, what is your single biggest problem, challenge or frustration?

Personalized Focus

Our focus is exemplified by financial advisors, who work with only the number of clients they can easily contact on a regular basis to discuss investment performance and strategy.

Fee-only Fiduciary

As a fee-based financial advisory group and fiduciary, PCM is bound by law to serve the best interests of our clients. As an independent firm, we never receive referral fees or brokerage commissions.

Unbiased Advice

Our recommendations are unbiased and exempt from the corporate mandates common to many industry competitors, so we have the freedom to select top investment products. Meticulous attention to detail sets us apart as well.

Consistent Contact

We maintain direct and consistent contact with clients on a regular basis. Payne Capital Management financial advisors also provide a full financial checkup annually with each client in person to offer a clear and comprehensive portfolio analysis.

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