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Our Financial Plans Can Help Reduce Your Taxes In Retirement

Taxes will be moving higher to counter our country's fiscal challenges. Find out how we help our clients reduce or eliminate taxes in retirement with our Guided Roth Conversions Program

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Financial Planning, Investments, Life & Long-Term Care Insurance

We help our clients make smart financial decisions in all phases of their lives and provide comprehensive solutions to protect and grow their wealth.

What We Do

We Are Independent Fiduciaries

Low-cost, unbiased, conflict-free advice focused on what is best for you.

What We Do

As Seen In

Fox News
Wall Street Journal
Suburban Life
The Intelligencer
U.S. News and World Report
Cheddar News
TD Ameritrade Network
The Philadelphia Inquirer

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

What We Do

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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.