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Professional Financial Management, Inc.

EST. AUM
$103,216,665

CONTACTS
2

CLIENT ACCOUNTS
648

Firm Details

Metro area Green Bay
CRD Number 154016
Website professionalfinancialmgmt.com
Client types

Overview

Professional Financial Management, Inc. is a fee-only, fiduciary financial advisory and investment management firm headquartered in Appleton, Wisconsin, that provides personalized financial planning, wealth advisory, and asset management services to individuals and families at every stage of life. The firm emphasizes a holistic planning process that integrates investment portfolio construction with retirement planning, tax strategy, estate coordination, and risk management tailored to clients’ long-term goals, prioritizing client interests without commission-based products. Founded in 1991, the firm has decades of experience crafting customized financial plans and managing diversified portfolios to support financial security and retirement confidence.

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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