Fredericksburg, VA

Serving the financial planning and wealth management needs of Fredericksburg businesses and high net worth individuals

PBMares Wealth Management offers investment management, retirement planning, family advisory, estate planning, and risk management services to help businesses and individuals achieve their financial goals.

Our dedication to our community extends beyond traditional business concerns, which is why we are actively involved in many organizations that support the entire fabric of Fredericksburg life, from educational and cultural institutions like Germanna Community College, Strayer University, Central Rappahannock Heritage Center and Fredericksburg Center for the Creative Arts, to philanthropic groups such as the Mary Washington Hospital Foundation and Community Foundation of the Rappahannock River Region.