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    Ready for a Conversation?

    Are you still feeling the love from your current custodian?
    Do you still feel like they are the best fit for your firm?
    Not quite the match made in heaven you had envisioned?

    At TradePMR, we love our RIAs every day of the year, and we show it. With one-on-one white-glove service, timely support, customizable fees, and powerful tech – we think we'd be a perfect match!

    Hear it straight from our RIAs

    “Since we joined TradePMR, all the things that have made the firm stand out from the crowd have been true”

    Marc Horner,
    Fairhaven Wealth Management

    “We truly feel like they know us and understand our needs”

    Brian Bischoff,
    Bischoff Wealth Management

    “Since we partnered with TradePMR they've listened, been responsive, and provided a high level of personal service”

    Christopher W. Brown,
    Brown Miller Wealth Management

     

    Let us show you how we may be the lifelong match you deserve!

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      Sources and Disclosures

      TradePMR is not affiliated with Fairhaven Wealth Management, Bischoff Wealth Management Group or Brown Miller Wealth Management. The firms received no compensation for their endorsement of TradePMR. This material is not to be relied on as investment advice and does not constitute a recommendation of any particular investment, investment advisor or investment strategy, or an inducement to buy or sell securities. The opinions expressed herein are those of the speakers and do not necessarily reflect the opinion of TradePMR. Any opinions expressed are subject to change without notice. Any reliance on the information herein is done solely at the discretion of the viewer.

      1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
      ² T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
      ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
      4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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