About Us

Home About Us

About Us

OUR VALUE PROMISE

At PrimeauMayer Financial, the interests of the client—and only the client—are the basis for our recommended steps forward.

 

Our goal is to help you achieve your dreams, and we start by listening. It’s vital that we understand your values, desires, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation.

 

We understand the challenges families, professionals, and businesses face today.  From managing debt and liquidity to optimizing retirement income, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Our process and efforts are focused on you, the client, and your satisfaction.

 

In these challenging financial times, our value promise is to help you make a significant impact on your financial success despite future market volatility.

Our Professional Code of Ethics

As professionals actively engaged in continuing education, we are committed to living and working by The Canons and Professional Pledge of The American College of Financial Services®:

The Professional Pledge

“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

Providing you with a host of Financial Planning Tools & Top Advisors

We have searched high and wide to bring to you the top attorneys, trust companies, asset managers, and software-related services.

One-to-One Service

We value each relationship and understand our job is to not just understand your finances but understand you.

Software Analytics

Using financial planning software can assist us in finding the right solutions. We share out data with our clients so we are all on the same page.

Professional Support

Our support team will stay with you long after the implementation of your strategic financial plan. Life can change and we are there when it does.

Meet Some of Our Team

Our team spans the financial globe to give you the best possible solutions to meet all of your financial needs.