Understanding Your Financial Future
At PYA Waltman, we take planning for your financial future, personally. Our team of expert advisors will work to help discover what is most important to you, uncover why you regard it as such, and develop a financial pathway that is directed at achieving your goals.
Our values-based team approach to financial advising and investing focuses on you first, and on your bank account second. Whether you seek professional investment consulting for your business, or personal financial counseling for yourself - PYA Waltman is a firm that will provide you with the customized guidance you have been seeking.Contact Us
A team that is dedicated to having a positive and lasting impact on the individuals who entrust us with their financial well-being.Learn More
Values-Based Planning: Listens first, talks second. Emphasizes the qualitative over the quantitative.Learn More
Investment solutions customized to help you achieve your goals.Learn More
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
A collection of tips from professional travelers.
Building wealth requires protection from the forces of wealth destruction.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It sounds simple, but paying yourself first can really pay off.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.