The PCM Difference

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.

Our Services

Personal Retirement Planning

IRAs

Roth IRAs

RMD Planning

Personal Savings

Money Market Cash Strategy

Bond Accounts

Budgeting

Tax Harvesting

Equity / Growth Strategy

College Planning

529 Plans

Budgeting

Educational Seminars for Parents & Kids

Stock Options

ESOP

Vested, Granted

Tax Implications

RSUs

Corporate Retirement

401ks

403b

401/457

Profit Sharing

Sep & Simple IRAs

Estate Planning

Trusts

Beneficiary Designations

Legacy Planning

Our Services

Personal Retirement Planning

IRAs

Roth IRAs

RMD Planning

Personal Savings

Money Market Cash Strategy

Bond Accounts

Budgeting

Tax Harvesting

Equity / Growth Strategy

College Planning

529 Plans

Budgeting

Educational Seminars for Parents & Kids

Stock Options

ESOP

Vested, Granted

Tax Implications

RSUs

Corporate Retirement

401ks

403b

401/457

Profit Sharing

Sep & Simple IRAs

Estate Planning

Trusts

Beneficiary Designations

Legacy Planning

Let’s talk

Contact us for a consultation with our financial advisors to start a personalized plan.

Get Started