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Experienced Fiduciary & Certified Financial Planner® Based in North Wales, PA
Watch This Video In Which Paul Murray Discusses The Firm's Focus
Paul can help his clients reduce their tax liability and adjust their financial plans in order to have a safe and secure retirement.
Ed Slott, CPA, America’s IRA Experts, Named “The Best Source For IRA Advice”
by the Wall Street Journal
Financial Advice For Every Stage Of Your Life
What We Do
Experienced Financial Advisors in North Wales
At PTM Wealth Management, we are financial professionals who deliver financial insights rooted in years of industry experience in North Wales, PA. Understanding each client’s unique financial goals and needs, we tailor our services to fit the intricacies of their situation. Whether you are in North Wales or surrounding areas such as Montgomeryville, Blue Bell, Harleysville, or Lansdale, PA, our dedication to your financial future is steadfast.
With PTM Wealth Management, you gain a financial planning partner committed to your overall financial well-being, including investment management, tax planning, income planning, estate planning, and long-term care planning. Learn more about how a financial advisor in North Wales can help you.