PBMares Wealth Management LLC Email Format

Investment ManagementVirginia, United States2-10 Employees

PBMares Wealth Management LLC operates as an independent registered investment advisor affiliated with PBMares, LLP. It follows an evidence-based investing approach and acts as a fiduciary, putting clients' best interests first. The firm offers integrated financial planning and wealth management services for individuals and families, trusts, businesses, and retirement plans, from its base in Williamsburg, Virginia. 

With a small team, the firm serves a broad range of client needs within the investment management field. In January 2026, PBMares Wealth Management was acquired by Apella Capital, LLC.

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