Virginia Wealth Management Are my
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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

Virginia Financial Planning LEARN MORE Why is our
approach different?
As an independent, registered investment advisory firm, our fiduciary standard of care requires us to make decisions in your best interest. We are not influenced by fly-by-night trends or “today’s hot stock.” Instead, our evidence-based approach is focused on academic research. This means we know how to properly diversify your assets, while always keeping expenses and taxes in mind, in order to support your objectives.

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.

Exploring FANMAG Stock Performance

Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.

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