Our reputable team of financial advisors focuses on providing clients with comprehensive and holistic financial planning that is tailored to their specific needs and lifestyles. We do so much more than just manage your money: we build strong advisor-client relationships and work together to achieve your financial goals.
As a fee-based independent financial advisory group and fiduciary, PCM is bound by law to serve the best interests of our clients. As an independent firm, we never receive referral fees or brokerage commissions. Our team of wealth advisors are ready to help you get started creating your personalized financial plan, no matter what your current situation may be.
As a fee-based independent financial advisory group and fiduciary, PCM is bound by law to serve the best interests of our clients. As an independent firm, we never receive referral fees or brokerage commissions. Our team of wealth advisors are ready to help you get started creating your personalized financial plan, no matter what your current situation may be.
Services
Bob and Ryan Payne co-founded Payne Capital Management (PCM) in 2008 with a determined focus. To be different. To be better. To put the client first. Years later, that plan has proven phenomenally successful and spawned a level of growth almost unheard of in the financial service industry. Both Bob and Ryan are veterans of Merrill Lynch.
This will give us both a chance to evaluate each other to see if we might be a good fit for your financial needs. If we are not a good fit, we can recommend others who might be. We will show your personalized path to financial freedom that will include step by step process in laymen's terms how to get there.
Reviews (3)
Katie Tantino
Sep 15, 2020
Report
Chris Tomlinson
Sep 15, 2020
Report
PCM has been our financial planner for several years now. I’m very pleased with the level of expertise and customer service that I receive. The PCM team has provided us with the highest level of service with our wealth management needs. If you’re looking for a excellent financial advisor in NYC, I give Payne Capital Management two thumbs up and my highest recommendation.
Gotham O.
Jul 31, 2020
Report
The return on investment was absolutely terrible. Returns lagged the S&P 500 benchmark by almost 50%. Just buy the SPY and QQQ and a good safe high yield bond fund and save the 1% AUM fee.
When I balked at some of the choices being made for which ETFs and funds to buy I was strenuously argued with that they were good choices. When I made my thesis statement as to why these funds are unlikely to perform well over the next few years, and then asked for their thesis for why they liked these funds the answer was always "diversification". Sure, diversification is a good thing, but only
When I balked at some of the choices being made for which ETFs and funds to buy I was strenuously argued with that they were good choices. When I made my thesis statement as to why these funds are unlikely to perform well over the next few years, and then asked for their thesis for why they liked these funds the answer was always "diversification". Sure, diversification is a good thing, but only
