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When it comes to your financial future,
what keeps you up at night?

At PBMares Wealth Management, we understand that everyone has concerns and wants to do the right thing to ensure a financially secure future. Our passion is to listen and understand your goals – as well as your fears – to create a holistic plan tailored for you. View Our Services

We’re with you for the long haul.

You work hard for your money, and we work hard to help you get the most from it. Always keeping your plans for the future in mind, we make recommendations so you get the most from your investments. We see ourselves as part of your financial team, checking in with you monthly and making adjustments based on your current situation. Our passion and driving philosophy are to do what is best for you, your business, your family and your future. Contact us today.

MONTHLY TUNEUPS

  • Investment management and asset allocation recommendations
  • Portfolio income planning and cash-flow needs analysis
  • Adjustments for economic development and new regulations
Virginia Financial Planning

DAILY AVAILABILITY

  • Daily access to professional advice & service
  • Rapid response to any question
  • Network of dedicated specialists including CFPs, CPAs and estate planning experts

ANNUAL REVIEWS

  • Financial, retirement, trust & estate planning
  • Multi-generational planning; family advisory
  • Key document & account structure assessment

Insights for Smarter Decisions

Follow our blog for timely articles, insights and resources from our leadership team.

Why a Stock Peak Isn’t a Cliff

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.

A Closer Look at Charitable Giving

Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.

All-Time-High Anxiety

Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.

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