We provide High-Touch Financial Services to three unique client types.
• Retirees (and soon to retire)
The average length per client relationship we maintain is 15+ years. This can only be accomplished when core values are aligned.
With our holistic and personalized process,
In addition to the core components of financial planning, our process incorporates other key areas that allows us to design and implement a truly holistic Financial-Life Plan tailored to your specific needs.
There are many reasons why our clients choose to partner with us. Bottom-line, it is because we truly care about your overall well-being and we focus on what matters most to you.
We invite you to watch a short video about our CEO and Founder, James Pierik, to learn a little about his story and why it may matter to you.
A team of professionals who value people over profit and have your best interest in mind. Always.
We are relatable and passionate about helping you thrive.
We are proud to be a boutique financial firm with the technology and the resources to help you and your loved ones throughout your lifetime and theirs.
OUR HEART: The heart of PTM Financial is authentic stewardship. We strive to do right by our clients, our team, and our community because we truly believe that our purpose on earth is about service to others and to contribute, to leave the world a little better than we found it.
Children are near and dear to our heart and that is why, one of our two favorite ways to matter is by supporting local and global organizations that help children Thrive.
The other is by supporting you, so you can support the cause(s) that matters the most to you, whatever that may be.
