Professional Financial Management Advertising Profile
Professional Financial Management Company Overview:
Professional Financial Management, Inc. (PFM) has provided fee-only advisory services to individuals and business owners since 1991. Dr. Robert Frey (Bob), the firm's founder, was motivated to become a financial planner and establish this practice as way to provide truly unbiased and qualified comprehensive financial planning and investment management to individual clients and business owners. His experience as a novice investor and former small business owner convinced him that the commission-based financial services industry was not serving clients adequately. The vast majority of financial services representatives he encountered then was woefully unqualified and placed their own interests far above that of their unsuspecting clients. Unfortunately, very little has changed in the financial industry. However, Professional Financial Management now offers a viable alternative to the truly serious client. Ironically, one of our primary goals is to protect our clients from the rest of the financial industry! Staying true to his original objectives, PFM has experienced steady growth throughout its 20 year existence, much of which can (and continues to be) attributed to the referrals of satisfied clients. In 2007, Doug Babcock joined PFM and in early 2008, became a principal and partner in firm with Bob. In 2010, Doug purchased Bob's remaining interest to become the sole Principal and firm owner, allowing Bob to step back from the rigorous day to day activities yet maintain his association with the firm in a limited role that focuses primarily on financial planning and overall firm investment strategy. Under Doug's leadership, the firm continues its client centered approach by adhering to the same principals Bob aspired to when he established the practice. PFM offers investment management and comprehensive financial planning services to include the areas of investment, retirement, education, tax, insurance, charitable gift, and estate planning. The firm currently manages long-term investment portfolios for over ...
Professional Financial Management Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Professional Financial Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Professional Financial Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Professional Financial Management have?
Professional Financial Management has 1 unique brands.
How much does Professional Financial Management spend on media?
It is unknown how much Professional Financial Management spends on media.
Professional Financial Management Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Professional Financial Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Professional Financial Management?
The chief marketing officer at Professional Financial Management is N/A.
How big is the Professional Financial Management Marketing Team?
There are 1 staff members currently involved in marketing for Professional Financial Management.
Professional Financial Management Ad Spend 2025
This section digs into the specifics of the advertising spend at Professional Financial Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Professional Financial Management Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Professional Financial Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Professional Financial Management Media Mix
Explore a detailed breakdown of the last 12 months media spending for Professional Financial Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Professional Financial Management Social Media Marketing Ad Spend
See whether Professional Financial Management is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.