PFM Employee Directory

Financial ServicesPennsylvania, United States501-1000 Employees

Public Financial Management, Inc. operates as a group of affiliated companies that deliver financial advisory and consulting services under a single brand. Its offerings span municipal advisory, swap advisory, management consulting, financial modeling, and a web-based platform for municipal bond information, with each service provided through a separate affiliated entity. The municipal advisory work is conducted by PFM Financial Advisors LLC and is registered with the SEC and MSRB under the Dodd-Frank Act, while swap advisory is provided by PFM Swap Advisors LLC, also registered with the SEC and MSRB and authorized as a commodity trading advisor with the CFTC.

The firm is based in Philadelphia, Pennsylvania, and serves a diverse client base that includes engagements of varying scope. In April 2025, PFM attended the 2025 Annual Conference of the Controller and Accountant-General's Department in Ho, Ghana.

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