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.
Diversified Team
Most our team is made up of millennials, who are up on market trends and new technology. And who, most importantly, won’t be planning their retirement before you!
$mart Women Invest
PCM has always been influenced by strong women. Most of our advisors are females! And we are dedicated to creating a community to educate and support women with their personal finances.
Let’s talk
Contact us for a consultation with our financial advisors to start a personalized plan.
