Advice for people transforming their world

At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, the collaboration and the creativity that define working with PFM. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.


We are avid problem-solvers, using our collective expertise to deliver the best solutions. We mine the experience of our colleagues, combining wisdom and agile thinking to develop answers and execute strategies for our clients.

We are committed to understanding our clients’ needs and achieving their goals. We are collaborative advisors, mentoring the next generation, nurturing curiosity and preparing both our clients and ourselves for the future.

We believe it takes both diversity of thought and background to understand the integrated and textured worlds of our clients. We use that understanding to work smart, digging deep to deliver, both for our colleagues and our clients. Partnering with our clients in powerful ways, we bring a wealth of perspectives to generate better ideas and better advice.

A PFM Original

Your vision, our expertise, together in flight

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About Us

Diversity & Inclusion

At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients, in creating a dynamic and welcoming work environment for our employees, in partnering with external stakeholders, and in realizing our overarching purpose of providing advice for people who transform their world. It is vitally important to us that both our colleagues and our clients should be able to recognize themselves in PFM. Diversity of thought, perspective, experience and background is a hallmark of our principles. Our sincere, unwavering commitment is demonstrated through consistent and creative efforts to attract, retain, and develop a diverse workforce, while sustaining the inclusive culture for employees to best serve our clients’ interests using their unique insights, talents and perspectives.


About Us

History of PFM

It started with the simple insight that governments and charitable institutions needed independent advice from people they could trust. Advice from people who understood their financial needs and challenges, inside and out. From people who respected the amazing work they do every day, always for the benefit of others.

PFM opened its first office in Philadelphia in 1975. From the very beginning, we had a distinct advantage over the competition: we understood the need for a financial services firm founded exclusively for the benefit of governments and charitable institution clients. Thanks to an unwavering commitment to serving our clients’ interests above all else, PFM has grown into one of the nation’s leading independent financial and investment advisors.

Today, PFM employs hundreds of professionals serving a diverse base of clients from locations in every region of the country. We are asset managers, financial advisors and consultants who work across a broad range of traditional and special purpose sectors. Our duty as a fiduciary, combined with our bedrock principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice that will help our clients transform their world.