PMA works with employees and business owners who have spent their careers accumulating assets and preparing for retirement. This is a stressful period as clients begin thinking about living off their assets instead of an annual income. We help them develop an appropriate spending plan that aligns with their tolerance for risk and their long-term goals, decide on an asset allocation, and use financial planning tools to explore scenarios that are likely to occur as they proceed through retirement.

Rooted in academia, PMA understands the hard work and dedication required for a successful academic career that includes decades of intense research, publications, and teaching. We have worked with numerous academics who are nearing retirement and would like a reliable income source in their post-retirement years.

PMA understands how life can be busy for a young professional couple and we seek ways to simplify the investing decisions for our clients in this stage of their lives. Whether saving for college, buying a house, or planning for retirement, PMA provides strategic and sound financial advice to help them make the best decisions for their family.

PMA works closely with the staff and board of numerous not-for-profit entities serving many different communities in the tri-state area, including religious institutions, arts organizations, museums, foundations and a school.