Broker Check

Welcome! 

At PTM Financial we help you Plan out your best life, and to not only adjust to life’s changes, but to Thrive in the face of those changes and ultimately Matter in ways that are truly meaningful to you. Whether is a stress free retirement, family legacies, charitable endeavors, or coffee on the porch with a sunrise and a loyal dog, your goals and aspirations become our own. It will be our privilege to partner with you and help you turn your dreams into reality.

COMPLIMENTARY CONSULTATION
Our Resources


WHY PTM


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.



WHAT WE DO


WHO WE SERVE


We provide High-Touch Financial Services to three unique client types.

 

Business Owners

 Retirees (and soon to retire)

  Women (Divorcée /Widow)


The average length per client relationship we maintain is 15+ years. This can only be accomplished when core values are aligned. 

Our Values


HOW WE HELP

 

With our holistic and personalized process, THE PTM WAY.

 

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.

 


HOW WE DO IT


THE TEAM

 

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.



LOVE FROM OUR CLIENTS

Schedule Your  Complimentary Consultation

TALK TO AN ADVISOR

OUR MISSION: Help you design and implement a Plan so you may Thrive in all your life changing events and ultimately Matter in ways that are truly meaningful to you.

OUR VISION: Help you work towards your long-term financial goals, growth, connection, and transcendence.   

Client Centered


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.

Big Brothers Big Sisters
Make a Wish
Rancho Nazareth
Save the Children
St. Jude Children's Research Hospital
Unbound
UNICEF

The organizations mentioned here are not affiliated with or endorsed by PTM Financial and LPL Financial.