$90MM AUM | $880,000 Rev in
Professional Financial Management, Inc. is a fee-only, NAPFA registered investment management and financial planning firm. Two of our professionals are CFP(r) practitioners and the third is a CFA. We promote financial planning with investment expertise.
We offer services to individuals and families looking for objective investment advice, and fully integrated financial planning and analysis. We would consider like-minded Fee-Only RIA advisors with complimentary skills to collaborate in some manner.
Mark Vander Linden