We formed this company with the fundamental belief that a group of professionals passionate about their work, consistently delivering outstanding service and dedicated to the principle of stewardship could be successful. When I started my professional career as a CPA over a decade ago, I quickly learned the value of objectivity and independence. These are concepts that I believe all clients seek in their professional relationships. It was my desire to unite my passion for financial planning and investment management with a company that could provide truly independent advice to clients. I am happy to report this union has found a home at PYA Waltman.

There are many financial services companies to choose from in today’s marketplace. The following are some of the attributes that I believe distinguish PYA Waltman:

Passion: We employ individuals who are passionate about providing outstanding service to clients. 

Credentials: All client service professionals are required to have either the Certified Public Account or Certified Financial Planner designation.

Integrity: All employees are expected to display respect, professionalism and honesty with clients, vendors and associates.

Commitment: We are committed to helping our clients reach their long-term goals.  This requires telling you the truth, even if you do not want to hear it. It means providing consistent financial management from year-to-year with a clear focus on attaining your stated goals. 

Stewardship: We handle client affairs with the utmost care and always seek the best outcome for the client. We have no hidden agenda or products to sell. Our objective is simple – to assist you in meeting your financial goal.  We listen and create your plan around what you really need - not what others think you need.

We know you have goals you are determined to meet. I am confident that our dedicated team of professionals can assist you in achieving those goals. I hope you will contact us to learn in more detail how PYA Waltman can help you build your tomorrow™.

J. William Waltman, Jr., CPA, CFP®