Peirce Capital Management

What We Do

Design | Build | Protect®

One of the most important parts of developing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. Starting from where you’d like to go, then working back from there.

What We Do

Discover how we develop long-term financial plans that align with your ever-changing values, goals and challenges.

What motivates and inspires you?

Your broader life goals help inform your financial priorities.

Your career path presents financial opportunities and challenges.

We’ll help you discover options and insights along the way.

Aligning your portfolio with the unique needs of your family is part of our planning process.

We’ll help guide your investments to benefit those you care about most.

Longer lifespans make planning for the future integral to your financial well-being.

Planning for a myriad of possibilities removes stress from the present.

Complex financial decisions are never easy.

We can help you remain confident in your financial path by providing guidance when you need it most.

Founded in 2007, we bring the power of academically based investing to our clients.

Our goal-focused solutions use evidence-based strategies to help you with your unique goals. After developing a clear understanding of your short and long term objectives, we create custom plans and support you with exceptional service. We’ve seen the difference our approach has made in our clients lives over the past 18 years.

As fiduciaries and registered investment advisors we’re required to act in your best interest. This stands in contrast to brokers who are only required to provide “suitable products” to their clients. The motivation to start Peirce Capital Management was the gap found between these two approaches to wealth management.

Get acquainted with our team of financial advisors and discover how we work with our clients.

Meet our team

Fiduciary duty is considered the highest legal duty one party can have to another.

How we’re different

    
 
 
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    Tommy  
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Service and Wisdom!
  
 
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    Jess  
 
 
 
 Trustindex verifies that the original source of the review is Google. I've been working with PCM for four years and I couldn't possibly feel more secure about the team handling my finances. They balance investing for the future with living in the now which enables me to feel secure in retirement while being able to make memories with my family in the present. They take their fiduciary duty to work in my best interest very seriously, and it has been a game changer from my previous financial advisors.
  
 
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    Eric  
 
 
 
 Trustindex verifies that the original source of the review is Google. PCM is amazing. They have provided amazing services over the years and have gave me with a sense of financial stability that I did not think I would ever have. The team is extremely professional and friendly. I don't know what I would do with out them.
  
 
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    Ryan  
 
 
 
 Trustindex verifies that the original source of the review is Google. Great team over at PCM.  Very knowledgeable, professional, kind, and communicative.  They stay on top of things and will manage your portfolio to your future benefit.  Highly recommend their services.
  
 
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    Katie  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
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    Mark  
 
 
 
 Trustindex verifies that the original source of the review is Google. Great to work with, they have the personal touch.
  
 
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    Dave  
 
 
 
 Trustindex verifies that the original source of the review is Google. Always thorough and responsive.  Insightful questions, detailed planning, and quick execution.  They personalize recommendations to your needs and requirements, rather than taking a cookie cutter approach.  We have been extremely happy with their service and results.
  
 
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    Kevin  
 
 
 
 Trustindex verifies that the original source of the review is Google. PCM is a fantastic team that feels like family. They are responsive and take the time to make sure you understand each step of the process. I highly recommend this team!
  
 
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    Daniel  
 
 
 
 Trustindex verifies that the original source of the review is Google. We've been working with Peirce Capital for a couple of years now and really appreciate their approach to financial advising. It's clear that they are guiding us towards my family's best outcome, even if it's not what makes them the most money. They take a thorough, balanced, and statistics-backed approach which, as an engineer (who doesn't speak financese), I find especially refreshing.
  
 
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    Brad  
 
 
 
 Trustindex verifies that the original source of the review is Google. I was one of PCMs first clients after the company was formed in 2007 and have been a loyal customer ever since. In all of that time, my confidence in their investing approach, quality of advice, and the dedication of the PCM team have only grown. They take a very transparent and sophisticated approach to investing, an approach based on a deep understanding of how markets behave. Their goal is to preserve, protect and grow the client’s wealth over the long term by taking a holistic approach to wealth management. They not only manage my investment portfolio, but they work closely with my accountant, my estate attorney, and my insurance providers to help minimize the risks to my estate. The team itself is a very friendly, smart, and service-oriented group of individuals. I have absolute trust in them to put my best interests first, and it provides tremendous comfort to me and my family knowing that we have such a strong team watching out for us. In short, I can’t recommend them enough. Do yourself a favor and schedule a visit with them.

Testimonials provided by current clients. Clients are not compensated for providing testimonials.

Wealth, well-being, and what matters most.

What We Do

Design | Build | Protect®

Founded in 2007, we bring the power of academically based investing to our clients.

Schedule an introductory call.