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Broker Check

Why PTM? Read what our clients say about us!

 Want to learn more reasons why? Watch our videos!

Hello, I am James Pierik, CEO and founder of PTM Financial and I want to invite you to watch a short video about my story, and why it may matter to you.

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Hello, I am Sebastian Acevedo, Executive Assistant to our CEO and founder. I invite you to watch our company video and learn a few of the reasons why you should partner with us. 


Why PTM? There are many reasons why our clients choose to partner with us. Bottom-line, it is because we truly care about your overall well-being and we focus on what matters most to you. We are not a firm that does just financial planning and investment management. We help you advance towards your long-term financial goals, growth, connection, and transcendence. 

Learn more by scheduling your complimentary consultation.