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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When to start? Should I continue to work? How can I maximize my benefit?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When considering life insurance, it's important to understand your options.
Is your estate in order? This short quiz may help you assess your overall strategy.
These food myths will really put a drain on your wallet.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.