A Strong Financial Plan Starts with the Right Advisor
Cutting corners on professional advice today could mean losing out on significant wealth tomorrow.
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The Money You “Save” Could Be the Wealth You Lose.
Money stresses people out—both those who have it and those looking to save it. It’s more than just the anxiety about losing money in the stock market. There’s a ton of confusion about how markets behave and how that connects to separate financial decisions that don’t seem related at all. For many, the complexity of investing, financial planning, tax strategies, and retirement planning can feel overwhelming. Perhaps this is why nearly half of all Americans have no retirement savings.
Many people assume handling their finances alone saves money—but in reality, a lack of professional guidance can cost you far more. From missed tax advantages and investment mistakes to poor retirement planning, financial missteps today could impact your wealth for years to come. Studies show that working with a financial advisor can improve financial outcomes by an average of 3% per year—far exceeding the cost of professional advice.*
Don’t Leave Your Financial Future to Chance – Get Professional Advice Now.
5 Ways a Financial Advisor
Adds Value
A financial advisor does more than just manage money—they provide the strategy, structure, and expertise to help you build, protect, and optimize your wealth at every stage of life. Here are five key ways they add real value to your financial future.
Defining Clear Personal and Financial Goals
A financial advisor does more than just manage money—they provide the strategy, structure, and expertise to help you build, protect, and optimize your wealth at every stage of life. Here are five key ways they add real value to your financial future.
Building and Maintaining a Tailored Financial Plan
From funding education to planning for retirement, financial goals evolve over a lifetime. A financial advisor creates a customized, long-term strategy that aligns with your income, lifestyle, and future objectives. They also monitor and adjust your plan to ensure it stays effective over time.
Adapting to Life’s Unexpected Changes
Major life events—whether expected or unexpected—can significantly impact your financial priorities. A skilled advisor helps anticipate these shifts, adjust your strategy, and provide proactive solutions so that milestones like starting a family, career changes, or unexpected expenses don’t derail your long-term goals.
Providing Objective Guidance and Behavioral Coaching
Emotional decision-making can lead to costly financial mistakes. A trusted advisor offers unbiased, data-driven insights to keep your finances on track. They also help integrate tax-efficient strategies, retirement planning, and estate planning into a cohesive, long-term financial strategy.
Take Control of Your Financial Future – Speak to an Advisor Today
A Smarter Way to Secure
Your Financial Future
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Answer a few quick questions about your financial goals, risk tolerance, and investment preferences. This helps us understand what you need and find the best advisor for you.
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We’ll connect you with a fiduciary financial professional who aligns with your unique needs. Our advisors provide personalized, conflict-free guidance to help you build a strong financial strategy.
Start Growing Your Wealth
Work with your advisor to create a custom financial plan designed to optimize investments, reduce taxes, and secure your future. Your journey to financial freedom starts here.
Financial Confidence Begins with the Right Plan – Let’s Create Yours.
Acting in Your Best
Interest Always
Our approach is designed to help preserve and grow wealth across generations. We don’t just manage your investments – we integrate them into a comprehensive, long-term financial strategy that aligns with your personal goals, risk tolerance, and legacy planning needs.
Your Financial Well-Being Comes First
As a fiduciary, PCM Encore is committed to your financial success. Unlike firms who earn commissions, we provide fee-based, objective advice with a focus on long-term wealth growth – free from conflicts of interest.
A Strategic, Client-Centered Approach
We don’t just manage investments – we create a comprehensive strategy tailored to your goals. Our bespoke investment advice, built on two proprietary patents in investment science, can give some clients an advantage in wealth management. Every financial decision is designed to optimize growth, safeguard your legacy, and provide lasting financial security.
Decades of Experience, Backed by Expertise
PCM Encore is built on decades of financial experience, combining institutional-level investment knowledge with a client-first mindset. Whether you’re building wealth, planning for retirement, or preserving assets for future generations, we provide the insight and assist you in achieving your goals.
Professional Strategies for Lasting Wealth – Book a Consultation Now
The Right Financial Advice Pays for
Itself. Let’s Talk.
Start by answering a few simple questions about your financial goals and current situation, and we’ll connect you with an advisor who aligns with your needs.
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©2025 PCM Encore, LLC, a SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or training, and results are not guaranteed.
AdviserMatch.com is owned and operated by PCM Encore, LLC, a registered investment adviser. PCM Encore connects users with independent financial advisors and may receive compensation from participating advisors, which may create a conflict of interest. Details regarding our services, fees, and potential conflicts are available in our Form ADV, which can be requested by contacting us at contact@advisermatch.com or visiting Form ADV.
The content on this site is for educational purposes only and does not constitute investment, legal, or tax advice. Media appearances and third-party content are provided for informational purposes only and do not imply endorsement. Hypothetical examples are for illustrative purposes and should not be relied upon for decision-making.
PCM Encore, LLC does not provide tax or legal advice. Forward-looking statements are based on current assumptions and may differ due to risks and uncertainties. We assume no obligation to update such statements.
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