Growth momentum PBMares is continuing to expand its wealth management and tax advisory footprint with recent recognitions and acquisitions, signaling opportunities to cross-sell advisory services to existing and new clients in a fast-growing market.

Wealth management expansion With PBMares Wealth Management, LLC achieving top rankings and acquisitions, there is potential to upsell integrated financial planning, asset management, and strategic tax planning services to high-net-worth individuals and family offices leveraging their expanded platform.

Industry depth Strong sector practices in healthcare, government contracting, financial services, and technology indicate cross-selling opportunities for specialized assurance, cybersecurity, cloud accounting, and transaction advisory services to mid-market firms within those industries.

Regional footprint A multi-state presence across Virginia, Maryland, North Carolina, and DC provides access to diverse client bases and local regulatory needs, enabling targeted outreach for state and local government audits, nonprofit accounting, and industry-specific compliance solutions.

Recognition signals trust Consistent industry awards and rankings, including Best of Accounting and Top 100 Firm status, can be leveraged in sales messaging to reduce client risk perception and accelerate conversations around outsourcing critical finance, tax, and cybersecurity initiatives.