pdm investment services, llc "a registered investment advisor"

Founded in 1984, PDM Investment Services, LLC is an independent, fee-only investment advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides personalized wealth management, financial planning, and investment management services tailored to individuals, families, and institutions. Their approach emphasizes building long-term relationships and creating customized financial strategies to help clients achieve their specific goals for wealth accumulation, preservation, and transfer.