About Us. Our Vision & Values.

Welcome to Professional Investment Management Services (PIMS). We are an independent financial planning firm that serves individuals, families, and business owners in planning for and managing their financial future. With PIMS, you get the best of both worlds: the personalized attention and services of a boutique investment advisory firm paired with the financial security of several leading financial institutions.

We encourage you to browse this website to learn more about PIMS and understand how we support our clients through financial planning and investment management services. We invite you to contact us to see if we are an appropriate match for your current financial situation and your longer-term goals. At PIMS, we believe in building a lasting financial partnership to help get you where you want to be, both now and in the future.