Professional Money Management

Professional Money Management Together Through Retirement

Professional Money Management is a full service financial services firm committed to building enduring partnerships with our clients by strengthening their investment programs through a dynamic and customized integrated investment process, sound governance framework, and personalized service.

We were happy to host this month's Wake-Up Westmoreland!It was a great morning connecting with local business leaders an...
09/15/2026

We were happy to host this month's Wake-Up Westmoreland!
It was a great morning connecting with local business leaders and members of our community. Thank you to everyone who came, we enjoyed having you!

Today is our fearless leader's birthday!🎉Happy Birthday Dan!🎉Thank you Dan for your guidance, your mentorship, and the e...
08/24/2026

Today is our fearless leader's birthday!
🎉Happy Birthday Dan!🎉

Thank you Dan for your guidance, your mentorship, and the example you set for all of us every day. We’re grateful for everything you do for our clients and for our team.

From all of us at PMM, we wish you a very Happy Birthday and a fantastic year ahead! 🎂🎉

After a lot of hard work, studying, and dedication, we are excited to announce that Brandon passed the Certified Financi...
08/18/2026

After a lot of hard work, studying, and dedication, we are excited to announce that Brandon passed the Certified Financial Planning (CFP®) exam! We couldn’t be more proud of him and everything he put into reaching this goal.

Brandon’s accomplishment means we now have three CFP® professionals on our team, which we think is pretty remarkable.

Congratulations, Brandon! You've earned this, and we can't wait to see what comes next!🎉🎉🎉

What a great few days at the LPL conference! We loved getting the chance to connect with other advisors, hear from some ...
08/13/2026

What a great few days at the LPL conference! We loved getting the chance to connect with other advisors, hear from some incredible speakers, and learn so much from the sessions throughout the week.

There’s always something new to take away from these conferences, and we’re grateful for all of the people who shared their knowledge and experiences with us. We’re heading home with some great ideas and fresh perspectives!

We’re honored to be named the Chamber Champion for August! Since moving our office to Greensburg last September, we’ve l...
08/11/2026

We’re honored to be named the Chamber Champion for August! Since moving our office to Greensburg last September, we’ve loved being part of the Chamber community. We’re so grateful for all the support, connections, and encouragement they’ve given us along the way! Thank you to the Chamber for this awesome recognition.

Now accepting challengers… 🥊
Or, if you’d rather talk about your financial future, we’re pretty good at that too.

08/11/2026

Finding the rhythm in finance! 💃 Success isn't just about the numbers; it's about the people you ride the waves with. Tag your favorite investing partner!

We are honored to have been voted Best of Westmoreland County Gold in Financial Planning for the 4th consecutive year!To...
08/06/2026

We are honored to have been voted Best of Westmoreland County Gold in Financial Planning for the 4th consecutive year!

To every client, family member, friend, and supporter who took the time to vote for us, thank you. Your trust, loyalty, and confidence in our team mean more than words can express.

It is a privilege to help our clients navigate one of life's most important journeys, planning for and living through retirement. We are grateful for the opportunity to build lasting relationships and to be a trusted partner every step of the way.

Thank you for your continued support and for allowing us to do what we love. We look forward to serving you for many years to come and helping even more families achieve a confident retirement.

Here's to another year of working together! 💙

Artificial intelligence remains one of the most important investment themes in the market today. While much of the atten...
07/30/2026

Artificial intelligence remains one of the most important investment themes in the market today. While much of the attention is focused on new tools and applications, the bigger story may be the infrastructure being built behind the...

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
07/30/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

Address

133 Donohoe Road, Suite 201
Mount Pleasant, PA
15601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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