About Us

PFM started with the simple insight that governments, non-profits and charitable institutions need independent advice from people they can trust. Advice from people who understand their financial needs and challenges, inside and out. Thanks to an unwavering commitment to putting clients’ interests first, PFM has grown into one of the nation’s leading independent financial and investment advisors.
We are asset managers, financial advisors and consultants who work across a range of sectors. Our duty as a fiduciary, combined with our bedrock principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice for people transforming their world.

Advice for People Transforming Their World

PFM

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Learn More About Our Services

  • Center for Budget Equity and Innovation
    PFM’s Center for Budget Equity and Innovation (CBEI) stands at this intersection of equity, policy, operations and finance – engaging communities and stakeholders across the country – to make a difference across all communities.
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  • PFM Payment Solutions
    The PFM Payment Solutions Procurement Card Program is a cost-free payments mechanism that reduces the typical requisition process and related costs associated with purchasing materials and services.
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  • Fixed Income ESG Investment Solution
    A growing number of investors are integrating measurable non-financial environmental, social, and governance factors (ESG) into the investment decision making process.
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  • Financial Advisory Overview
    Founded in 1975, PFM is a leader in providing financial services to local, state, and regional governments and non-profit clients across the United States. Service is our top priority, and it is delivered in every relationship based on our core principles of Ingenuity, Sustainability and Resourcefulness.
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  • Asset Management Fast Facts
    Asset Management Fast Facts
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