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Submission: On May 15 via api from US — Scanned from DE
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Submission: On May 15 via api from US — Scanned from DE
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Skip to main content * Call 844-752-6692 * LOGIN * eMONEY * FIDELITY Menu * About us * Our Story * The Team * Contact Us * The PCM Difference * PCM Master Plan * Media & Weekly Content * Bob’s Market Update * Payne Points of Wealth Podcast * Payne In The Press * Schedule Now Close Search Payne Capital Management YOUR PERSONALIZED PATH TO FINANCIAL FREEDOM Get Started WHY PAYNE CAPITAL MANAGEMENT? Payne Capital Management (PCM) is an independent NYC financial advisor and planner located in New York City and Philadelphia, servicing clients across the globe. 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. Contact us today to schedule a consultation with one of our financial advisors. The PCM Difference RETIREMENT PLANNING & INVESTMENTS 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. FINANCIAL ADVISOR 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. Let PCM go to work for you today! ENTREPRENEURS & BUSINESS LEADER Our financial plans and recommendations are unbiased and exempt from the corporate mandates common to many industry competitors, so we have the freedom to select top investment products. FOR WOMEN BY WOMEN We are dedicated to creating a community to educate and support women with their personal finances. YOUR PERSONALIZED PATH TO FINANCIAL FREEDOM How much money does one need to feel secure? At PCM, we think that’s up to our clients. Your customized Financial Master Plan is developed with meticulous care and expertise to address your concerns while meeting your wants, needs, and goals. Our client-centered approach at PCM is motivated by our belief that the path to financial independence is very personal. The PCM Master Plan OUR SERVICES Learn more STOCK OPTIONS STOCK OPTIONS * ESOP * Vested, Granted * Tax Implications * RSUs CORPORATE RETIREMENT CORPORATE RETIREMENT * 401ks * 403b * 401/457 * Profit Sharing * Sep & Simple IRAs ESTATE PLANNING ESTATE PLANNING * Trusts * Beneficiary Designations * Legacy Planning PERSONAL RETIREMENT PLANNING PERSONAL RETIREMENT PLANNING * IRAs * Roth IRAs * RMD Planning PERSONAL SAVINGS PERSONAL SAVINGS * Money Market Cash Strategy * Bond Accounts * Budgeting * Tax Harvesting * Equity/Growth Strategy COLLEGE PLANNING COLLEGE PLANNING * 529 Plans * Budgeting * Educational Seminars For Parents & Kids STOCK OPTIONS STOCK OPTIONS * ESOP * Vested, Granted * Tax Implications * RSUs CORPORATE RETIREMENT CORPORATE RETIREMENT * 401ks * 403b * 401/457 * Profit Sharing * Sep & Simple IRAs ESTATE PLANNING ESTATE PLANNING * Trusts * Beneficiary Designations * Legacy Planning PERSONAL RETIREMENT PLANNING PERSONAL RETIREMENT PLANNING * IRAs * Roth IRAs * RMD Planning PERSONAL SAVINGS PERSONAL SAVINGS * Money Market Cash Strategy * Bond Accounts * Budgeting * Tax Harvesting * Equity/Growth Strategy COLLEGE PLANNING COLLEGE PLANNING * 529 Plans * Budgeting * Educational Seminars For Parents & Kids STOCK OPTIONS STOCK OPTIONS * ESOP * Vested, Granted * Tax Implications * RSUs CORPORATE RETIREMENT CORPORATE RETIREMENT * 401ks * 403b * 401/457 * Profit Sharing * Sep & Simple IRAs RADIO AND WEEKLY VIDEO PAYNE POINTS OF WEALTH PODCAST Bob, Ryan & Chris Payne address the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Payne Points of Wealth Podcast BOB’S MARKET UPDATE Each week Bob Payne breaks down the latest in market news and how it affects your investment strategy. Bob’s Market Update PAYNE IN THE PRESS Members of the PCM team appear frequently on popular media programs to weigh in on financial news of the day. Payne In The Press As seen on LET’S TALK Contact us for a consultation with our financial advisors to start a personalized plan. Get Started The PCM Difference PCM Master Plan Our Story The Team Bob’s Market Update Payne Points of Wealth Podcast Money Minutes Payne In The Press Blog Contact Get weekly updates! PRIVACY POLICY IMPORTANT CONSUMER DISCLOSURE FORM CRS ©2024 Payne Capital Management LLC All Rights Reserved. * twitter * facebook * linkedin * youtube * instagram Close Menu * About us * Back * Our Story * The Team * Contact Us * The PCM Difference * Back * PCM Master Plan * Media & Weekly Content * Back * Bob’s Market Update * Payne Points of Wealth Podcast * Payne In The Press * Schedule Now