Who We Are

CoolCollage_Design2_220813PFM takes pride in our reputation in the Business Management industry for effectively managing a broad range of clients including multi-platinum musical groups, songwriters, producers, traveling tours, movie and television actors, writers and high net-worth individuals and executives.

Client service drives our passion to constantly exceed the expectations of our clients. We take a hands-on approach and we take the time to understand your business and your needs in order to better serve you.  Understanding the various business relationships that work together to build your net worth helps us develop strategies that add value to your total financial position. We serve as trusted advisors and coordinate the activities of other advisors, ensuring that we all work together to achieve your goals.

We manage all aspects of your financial life to help protect assets and guide you through the complexities of the various financial business decisions that you will be required to make throughout your career.  From the day you execute a contract for our services, we will be there to assist you in managing all of your financial affairs.

Our approach to meeting your expectations allows you to concentrate and focus your energy on your career while our business managers handle the financial aspects of your life.  Our 100-plus member staff is dedicated to establishing and maintaining a trust with you while formulating a customized financial plan that suits both your short-term and long-term financial goals. Over the years, we have also provided crucial and effective guidance to countless start-up bands, new small business owners and others who are seeking financial advice in our ever-changing world of domestic and international business and tax policies.  Details of the specific services are described in the Business Management section of this website.