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Overview
PFM provides asset management, financial advisory, and consulting services focused on the public sector. It works by delivering investment guidance, financial planning, retirement planning, and specialized services through teams in Transportation, Economics and Real Estate Consulting, and ESG, tailoring solutions for governments, universities, healthcare organizations, transit agencies, schools, utilities, and nonprofits. It differentiates itself with deep public-finance expertise and sector-focused practice areas that translate into customized financial strategies for public and nonprofit clients. Its goal is to help clients achieve long-term financial health and durable fiscal outcomes in the public sector.
About PFM
Industries
Data & Analytics
Consulting
Government & Public Sector
Financial Services
Company Size
501-1,000
Company Stage
Acquired
Total Funding
N/A
Headquarters
Philadelphia, Pennsylvania
Founded
1975
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Simplify's Take
What believers are saying
- PFM added directors Brodie Killian and Ryan Kaplan in 2026, signaling growth.
- PFM’s May 7, 2026 newsroom update shows active hiring, partnerships, and practice expansion.
- The firm's 50-year brand still attracts issuers seeking trusted public-finance counsel.
What critics are saying
- U.S. Bank bought PFM Asset Management in December 2021, removing a major fee engine.
- JoAnne Carter’s CEO transition and founder retirements heighten execution risk through 2026.
- DebtBook and larger banks compress advisory margins, threatening PFM’s standalone relevance by 2027.
What makes PFM unique
- PFM has specialized public-finance relationships across governments, schools, healthcare, and utilities.
- PFM’s Synario modeling and February 18, 2026 DebtBook partnership deepen workflow integration.
- PFM Management Services launched April 1, 2026, expanding district-management capabilities nationally.
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Benefits
Health Insurance
Life Insurance
Disability Insurance
Parental Leave
Paid Vacation
Paid Sick Leave
Performance Bonus
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 2%2 year growth
↑ 2%The Government of Ghana has reaffirmed its commitment to sound Public Financial Management (PFM) and fiscal discipline during the 2025 Annual Conference of the Controller and Accountant-General's Department (CAGD), held in Ho.
PFM Financial Advisors (PFMFA), an independent municipal advisor in Philadelphia, named Brodie Killian as a director in its Ann Arbor office.
The PFM was started last year to bring together accountants from both the private and public sectors to brainstorm on the country's stand regarding proper accounting practices.
In a landmark move that will redefine the European fast food industry, PFM Global Holding B.V. is pleased to announce a new partnership with Sodaclick Ltd. to introduce an AI-powered automated ordering system to its customers.
In a statement, the World Bank said the grant of EUR 9.8 million for Public Finance Management aims to support improving economic governance, transparency, and accountability in how public finances are spent.
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About PFM
Industries
Data & Analytics
Consulting
Government & Public Sector
Financial Services
Company Size
501-1,000
Company Stage
Acquired
Total Funding
N/A
Headquarters
Philadelphia, Pennsylvania
Founded
1975
There are no jobs for PFM right now.
Find jobs on Simplify and start your career today