Building a Financial Planning Team You Can Trust

At PYA Waltman Capital, we don’t believe in one-size-fits-all financial advice. In this video, partners Bill Waltman and Eric Foster explain who we work best with—and why our relationship-first, team-based approach is key to long-term financial success.

If you're looking for a financial advisor who:

• Takes time to understand your values and goals
• Builds a multi-generational team around your needs
• Offers continuity, collaboration, and deep trust
• Coordinates with your CPA, estate attorney, and other professionals
• Acts as a fiduciary—always putting your interests first

Then this conversation is for you.

We specialize in building lasting relationships with clients who want to partner for the long haul—not just solve one-off financial problems. Whether you're a business owner, professional, retiree, or growing family, we align our team to match your needs, time horizon, and communication style—ensuring your financial plan evolves with you.

Our Services Include:

• Financial Planning for Families & Institutions
• Investment Management
• Retirement Income Strategies
• Wealth Transfer & Estate Planning Coordination
• Tax-Efficient Financial Planning
• Collaborative Advisory with CPAs & Attorneys

If you value trust, transparency, and collaboration, discover why so many clients make PYA Waltman Capital their first call when life changes—and why our clients stay for the long term.