PBMares Wealth Management Named Top 150 AUM Firm By Accounting Today

PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry. PBMares Wealth Management is a subsidiary of PBMares, LLP, a leading accounting and business-consulting firm serving clients nationally and internationally.

“PBMares Wealth Management has one priority – the success of our clients,” said Rob Klingensmith, managing director of PBMares Wealth Management. “We have made significant strides in helping more clients than we ever have before.”

This is the 15th year of the Wealth Magnet ranking. It’s comprised of the top CPA firms that are involved in financial planning. PBMares Wealth Management was first included in this ranking in 2017.

“This is a significant milestone for PBMares Wealth Management,” said Harvey Johnson, partner and CEO of PBMares, LLP. “Their success is a direct reflection of the team’s strength and commitment, as well as the trust our clients have for their advisors.  Our Director, Rob Klingensmith, and the entire team at PBMares Wealth Management are to be congratulated for all of their hard work.”

Assets under management (AUM) is the total market value of the securities a financial institution owns or manages on behalf of its clients.

About PBMares, LLP

PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, with 12 offices across Virginia, Northern Virginia, Maryland, and North Carolina.  PBMares represents companies ranging from closely-held private businesses to leading non-profits to Fortune 500 multinationals. PBMares has industry practices specializing in construction, financial institutions, government contracting, healthcare, insurance, manufacturing, not-for-profit, real estate, restaurant, retail, state & local government and technology sectors. Its services include cybersecurity, cloud accounting, wealth management and transaction advisory services. PBMares is an independent member of the RSM US Alliance. For more information, visit www.pbmares.com, like us on Facebook, and connect with us on LinkedIn.

About PBMares Wealth Management

PBMares Wealth Management is a group of holistic fiduciary advisors who help with all of the important aspects of your wealth including retirement planning, portfolio management, estate planning, insurance planning and the tax planning of high net worth individuals, trusts, qualified retirement plans and other entities.  No matter what your financial need is, our team and customized approach can help put you on a path to help you reach your goals. The Firm’s investment approach is firmly rooted in academic evidence and that investors’ long-term returns are determined principally by asset allocation decisions, rather than market timing or stock picking. PBMares Wealth Management is a subsidiary of PBMares, LLP. https://www.pbmares.com/wealth/