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pmfa at
a glance

Our First Priority: You

It’s all about you, as it should be. Yet, in saying “you” we encompass every aspect of you, such as your family, business, and personal interests into your investment strategy — today and into the future.  You are our first priority and that is why our approach to your wealth management is as unique as you. 




PMFA Perspectives

PMFA Perspectives is an ongoing series dedicated to helping you achieve financial success through informative dialogue on topics central to wealth management. We believe you can achieve your goals when you have the proper tools.
PMFA Perspectives

News & Events

PMFA Responds to Market News — March 17, 2008

PMFA Responds to Market News — January 22, 2008

PMFA Earns the Best-in-Business Award, Part of Schwab Institutional's IMPACT AwardsTM Program
PMFA Ranks in Top 100 in Nation
PMFA Ranks Among Top Financial Advisors in the Country

PMFA's New Advertising Campaign

Investment Intelligence Report: Municipal High-Yield Bonds
PMFA's Susan Shoemaker Attains AIFA®  Designation

PMFA Ranks Among Top Financial Advisors In The Country

Resources

Check up on the latest Market Performance statistics
Check out the latest monthly Market Commentary
2007 Annual Report
Investment Intelligence Report: Municipal High-Yield Bonds (October 2007)

online tools

WealthLine Account Access


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