Progressive Asset Management

At Progressive Asset Management, we are dedicated to providing investment management and strategic wealth planning that is tailored to meet your unique needs. Our team of experienced professionals, including Tim Rich, CFP, Financial Advisor, and our dedicated support staff, Deanna Jee and Jessica Strawser, strive to be your trusted advisor.

We understand that each individual has different financial goals and aspirations. That's why we focus on understanding your objectives and developing a personalized plan to achieve them. Our comprehensive planning process aims to protect your needs now and plan for the future in a tax-efficient manner.

Our Philosophy

Our philosophy is centered around providing a strong planning process that helps you achieve your financial goals. We believe in taking the time to understand your objectives and develop a strategy that aligns with your values and financial aspirations. Whether you're planning for retirement, saving for a college education, or seeking to grow your wealth, we are committed to helping you navigate the financial landscape.

Our Process

Our process begins with a thorough analysis of your current financial situation and future goals. We will meet with you to discuss our findings and recommendations, and work together to create a plan that addresses your unique needs. Our team is dedicated to staying up-to-date with the latest trends and developments in the financial industry, ensuring that you receive the most effective and innovative solutions.

Services

We offer a wide range of services to help you achieve your financial objectives. These include:

• Investment Management: Our experienced team will help you develop a diversified investment portfolio that aligns with your risk tolerance, investment horizon, and financial goals.
• Financial Planning: We will work with you to create a comprehensive financial plan that addresses your short-term and long-term objectives, including retirement planning, college savings, and estate planning.
• Socially Responsible Investing (SRI/ESG): For over three decades, we have been committed to incorporating environmental sustainability, human rights, and good governance into our investment process. We believe that investing in companies that adhere to high ethical and environmental standards not only benefits society but also generates competitive financial returns.

Why PAM?

At Progressive Asset Management, we believe that building strong, enduring relationships with our clients is key to achieving success. Our team of certified advisors is dedicated to providing personalized service and tailored financial strategies that meet your unique needs. Whether you are an individual starting to invest in the market, a family planning for your children's education and retirement income, or an organization looking for asset management, we have the expertise and resources to help you achieve your financial goals.