What Today's Affluent Families Really Need From an Advisor

More Than Investment Management: Why Clients Choose PCM What makes one financial advisory firm different from another? In this episode, Christopher Mallon, Andrew Randisi and Lesley Buck discuss why so many Pennsylvania Capital Management clients come through referrals, and why their work extends far beyond investment management. From retirement income and tax planning to Social Security, estate planning, mortgages and even major life purchases, the team explains how a fiduciary relationship is built around solving real-life financial challenges. If you've ever wondered what a truly hands-on financial advisor looks like, this conversation offers an inside look at the philosophy that has shaped PCM for decades. To watch this video with the transcript go to: https://pcmadvisors.com/pcm-difference/ To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PCM is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal or accounting advice. A copy of PCM’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pcmadvisors.com.