Welcome to The PFM Group

The PFM Group of companies is a national leader in providing independent financial advice as well as investment advisory, management and consulting services to local, state, and regional government and non-profit clients. We are proud to help our clients meet their financial challenges with a broad array of products, backed by unquestioned professionalism and outstanding service.

JoAnne Carter

Our clients build communities – that's the heart of what they do. And we help them do that.

JoAnne Carter, Managing Director, talks about the meaningful work that PFM does to improve people’s daily lives, in close partnership with our clients.

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15 April 2014

PFM to Co-sponsor Third…

 PFM Group, the nation’s leading municipal finance advisor and a recognized expert in municipal turnarounds, will co sponsor… Read more »

08 April 2014

PFM Group Hires Three…

 San Francisco, CA, April 8, 2014…. The PFM Group announced today that David Olson, Makiko Sato, and Diego Gourtzelis have… Read more »

11 March 2014

PFM Managed Funds’ Return is…

 PHILADELPHIA, March 11, 2014 …The iMoneyNet’s Rated Money Fund Report, which annually ranks AAA rated money funds, has… Read more »

28 February 2014

PFM Group Names Four New…

PHILADELPHIA, PA, February 27, 2014 – The PFM Group, the nation's leading provider of independent financial and investment… Read more »

10 February 2014

PFM Director David Eichenthal…

February 10, 2014…. PFM Group in cooperation with the Fels Institute of Government at the University of Pennsylvania and the… Read more »

28 January 2014

Op-Ed by PFM Director Appears…

A thoughtful Op Ed by PFM Director David Eichenthal, who is also the Executive Director of the White House sponsored Strong… Read more »

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