FOR IMMEDIATE RELEASE
PFM today announced a series of strategic acquisitions that expand its District Management practice and strengthen its position as a leading provider of services to community development districts and special purpose local governments. Earlier this year, the firm announced the formation of PFM Management Services LLC, a dedicated PFM entity focused on the evolving needs of special district clients. As part of this expansion, PFM recently finalized an agreement to assume six district management clients from Russ Weyer of Real Estate Econometrics, Inc.
Building on this momentum, PFM is also pleased to announce the acquisition of the district management business of JPWard and Associates, adding twenty-two districts to its portfolio, and representing the firm’s largest acquisition since its 2019 integration of Fishkind & Associates. Russ Weyer and Jim Ward and several of their associates will support PFM in consulting roles, and JPWard team members Susan Singer and Cori Dissinger will join as employees.
“I wanted my clients to benefit from a breadth of resources and forward‑looking expertise, and PFM is the right team to support them in the years ahead,” said Russ Weyer.
“After nearly two decades building JPWard and Associates, it was important to find a partner that shared our values,” said Jim Ward. “PFM’s professionalism, national reach, and vision made it the right organization to carry our work forward.”
With these additions, PFM is deepening its presence in Central and South Florida while positioning the firm for continued growth in strategic markets across the country.
“Our growth is driven by a simple goal: to give the communities we serve a strong foundation for long-term success,” said Brent Wilder, President of PFM Management Services LLC.
To support evolving client needs, PFM Management Services has launched a new website,
https://pfmmanagement.com/, offering faster, easier access to essential information.
“These deliberate steps carry our mission to help more communities thrive, with greater expertise and a renewed commitment to innovation,” said JoAnne Carter, CEO of PFM. “We’re strengthening our capabilities and expanding our reach.”
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About PFM
At PFM, 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, collaboration, and creativity that define working with PFM. We combine superior financial advice, disciplined management, and ingenuity to build, power, move and educate.
PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation. Any data contained herein are according to PFM internal records. PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC, d/b/a Synario. Special district management services, including general management and administrative services, are provided through PFM Management Services LLC. For more information regarding PFM’s services or entities, please visit www.pfm.com.
For important disclosure information, please visit www.pfm.com/disclosures.
