Every decision we make is based on how it best serves our clients’ near- and long-term interests.
Ask any of our clients what makes us different and you’ll likely hear a few consistent themes.
First on the list is the confidence that comes from knowing that every decision we make is based on how it best serves our clients’ near- and long-term interests. We hold ourselves to the highest legal and ethical standard of practice — the fiduciary standard. Simply stated, it consists of a duty of loyalty and care and means that we will always act in your best interest. At PBMares Wealth Management, “putting our clients first” is not a catchy tagline. It’s our reason for being.
Our clients will also tell you that our advice focuses on investing in ways that enable broad diversity, low costs and appropriate levels of risk. Years of peer-reviewed research demonstrate this to be the most effective way to capture market returns. Our approach — what we call the “science of investing” — is one that prizes evidence over emotion and values decades of academic research over and above the empty, often fluctuating opinions that dominate the financial news cycles.
Another difference is the comfort our clients get from knowing they have a customized wealth management plan designed to integrate and enhance every aspect of their financial lives. It’s what we mean when we talk about “true wealth management” — a holistic, all-encompassing approach that goes well beyond just investment advice and incorporates all facets of our clients’ financial lives, from tax planning, to estate planning to risk management to retirement funding to charitable giving and beyond. By understanding and aligning these critical components of financial health, investors and their families substantially improve the odds of reaching their most important financial goals.
Ultimately, what sets us apart from others in our industry is the same thing that brings us closer to our clients: a passion for evidence, a devotion to transparency and the promise to put our clients’ interests first in everything we do.