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PBMares Wealth Management, LLC

PBMares Wealth Management, LLC



 

PBMares Wealth Management, LLC is an independent, registered investment advisory firm based in the Commonwealth of Virginia.  Our advisory firm is a full-service provider, specializing in customized investment management and financial planning for high net worth individuals, retirement plans, not-for-profit organizations, endowments, corporations and institutions. 

Providing fee-based wealth strategy services is at the heart of what we do. We employ an academic approach to investment management, utilizing a long-term strategy for maximizing investors’ returns, given their unique tolerance for risk.  Our clients benefit from the results of decades of academic research, which indicates that low-cost, passive investing is the winning approach.

If you are seeking a service oriented wealth advisor that also has in-house tax and financial planning expertise, PBMares Wealth Management is the choice for you.  As an affiliate of PBMares, LLP, a certified public accounting firm employing nearly 200 professionals, we are dedicated to, and capable of, providing thoughtful advice that goes far beyond simple portfolio management.