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 and consulting firm, we are dedicated to, and capable of, providing thoughtful advice that goes far beyond simple portfolio management.