An Industry Leader

Founded in 1975, PFM is a leader in providing independent financial advice to our clients.  For more than 48 years, PFM has believed that clients’ interests always come first.  Service is our top priority in everything we do, and it is delivered in every relationship.  PFM’s financial advisory business has been ranked by Ipreo as the nation’s number one overall financial advisor to public agencies, including k-12 schools, in both number of transactions and dollar value for the past 25 years.

Financial Advisory Business

PFM has a long history of fulfilling the needs of hundreds of school districts throughout the United States. We serve clients from offices throughout the country, including one in Ann Arbor, Michigan.  PFM’s Ann Arbor office experienced professionals include 11 municipal advisory representatives that have over 200 years of combined Michigan advisory expertise.  We provide financial advice of the following nature to its Michigan school clients:

•  Building and Site Bonds

•  Refunding Bonds

•  Energy Conservation Financing

•  State Aid Notes

•  Cash Flow Analysis

•  Debt Capacity Analysis

•  Millage Levy Calculation and Allocation

•  Continuing Disclosure Assistance

•  Public Private Partnership Analysis