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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.

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A team that is dedicated to having a positive and lasting impact on the individuals who entrust us with their financial well-being.

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Values-Based Planning: Listens first, talks second. Emphasizes the qualitative over the quantitative.

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Investment solutions customized to help you achieve your goals.

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Helpful Content

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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