Professional Financial Management

At Professional Financial Management, we're dedicated to helping our clients achieve their financial goals and secure their financial future. With over 30 years of experience, we've developed a personalized approach to financial planning and investment management that's tailored to each client's unique needs and goals.

Our Philosophy

At our core, we believe that every individual deserves personalized guidance and support in achieving their financial objectives. We take the time to understand our clients' stories, goals, and values, and use that knowledge to develop customized financial plans and investment portfolios that reflect their distinct vision.

Our Services

We offer a range of financial planning and investment management services designed to help you achieve your goals. These include:

• Financial Planning: We work closely with our clients to develop personalized financial plans that align with their goals and values.
• Investment Advisory: We manage investment portfolios that are designed to meet our clients' financial objectives and risk tolerance.
• Getting Started: We provide guidance on getting started with financial planning and investment management, including setting financial goals, creating a budget, and building an emergency fund.

Why Choose Us

At Professional Financial Management, we're committed to providing our clients with the highest level of service, expertise, and support. Here are just a few reasons why you might choose to work with us:

• Fee-Only Fiduciary: We operate as a fee-only fiduciary firm, which means that our sole focus is on serving our clients' best interests.
• Personalized Approach: We take the time to get to know our clients and develop customized financial plans and investment portfolios that reflect their unique needs and goals.
• Expertise: Our team of experienced financial professionals has the knowledge and expertise to help you achieve your financial goals.

Our Team

At Professional Financial Management, we're more than just a team of financial professionals - we're a group of individuals who are passionate about helping our clients achieve their financial goals. Our team includes:

• Dr. Robert Frey, MS, CFP: Our founder and lead advisor, Dr. Frey has over 30 years of experience in the financial services industry.