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Petersmark Financial Network Ltd.

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Ann Arbor
CRD Number
Website pfnltd.com
Client types

Overview

Petersmark Financial Network, LTD is an independent, fiduciary financial planning firm based in Ann Arbor, Michigan. The firm serves clients in Illinois, Michigan and other regions through a virtual and in-person advisory model. PFN focuses on educating and empowering individuals, families, pre-retirees and professional athletes to make informed long-term financial decisions. Services span retirement and investment planning, college funding strategies, estate and tax-aware planning, charitable giving and ongoing portfolio reviews. PFN operates as a hybrid practice with securities offered through LPL Financial and advisory services through Private Advisor Group, combining local relationship focus with the infrastructure of large national platforms.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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