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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.

Are Concerns About Inflation Inflated?

With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.

Is 2021 the Year to Gift?

It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?

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