Payne Capital Management

Who we are

At Payne Capital Management (PCM), we are a team of experienced and dedicated financial advisors based in New York City and Philadelphia. As an independent financial advisor, we prioritize the needs and goals of our clients above all else. With a focus on building strong relationships and providing comprehensive financial planning services, we strive to help our clients achieve financial independence and security.

What we Do

At PCM, we offer a wide range of financial planning services to meet the unique needs of each of our clients. From retirement planning to investment management, tax planning to estate planning, our team of experts is here to guide you every step of the way. We believe in a holistic approach to financial planning, taking into account your individual goals, lifestyle, and risk tolerance to create a customized Financial Master Plan that meets your needs.

In addition to our personalized financial planning services, we also host the Payne Points of Wealth Podcast. Join Bob, Ryan, and Chris Payne as they address the pain points that come with creating wealth, growing wealth, and sustaining wealth. With valuable insights and practical advice, our podcast is a valuable resource for anyone looking to take control of their financial future.

Why you should use us

When it comes to managing your finances, trust and expertise are essential. At PCM, we have built a reputation for excellence in the financial planning industry, with a team of experienced advisors who are dedicated to helping you achieve your financial goals. Our client-centered approach means that we prioritize your individual needs and work closely with you to develop a customized plan that fits your unique circumstances.

Whether you are planning for retirement, saving for your children’s education, or looking to grow your wealth, PCM is here to help. Our team of experts will work with you every step of the way, providing guidance and support to help you make informed decisions about your financial future. With PCM, you can feel confident that your financial well-being is in good hands.

What can you ask?

• How can I create a personalized Financial Master Plan that meets my specific needs and goals?
• What investment strategies are available to help me grow my wealth and achieve financial independence?
• How can I minimize my tax liability and maximize my savings for the future?
• What options are available for estate planning and protecting my assets for future generations?
• How can I ensure that my retirement savings will provide me with the income I need in my golden years?

Contact us today to schedule a consultation with one of our financial advisors, and take the first step toward achieving your financial goals.