Who We Are
HELPING CLIENTS MAKE SMART FINANCIAL DECISIONS SINCE 2000.
Paul T. Murray, AIF®, ChFC®, CDFA™ founded PTM Wealth Management, LLC in 2011, after having spent 10 years providing financial planning and investment management services to private clients at Morgan Stanley and Wells Fargo Advisors. Those early years at major Wall Street brokerage firms were marked by two once-in-a-generation market crashes: the bursting of the dot-com bubble in 2000, and the greatest financial crisis since the great depression, which began in 2008. During those years, Paul learned a lot about the value of financial planning, risk management for investments, and unbiased independent financial advice.
Today, we view our firm as a boutique, serving less than 100 select private clients and families who want the personal touch of a family office combined with the research and resources of a large firm. Our approach to wealth management is to ask clients to identify what wealth means to them, and to help them develop plans and strategies to achieve it and maintain it.
Paul T. Murray, AIF®, ChFC®, CDFA™ is an Accredited Investment Fiduciary®, a Chartered Financial Consultant® (a financial planning designation regarded as the most advanced based on courses of study), a Certified Divorce Financial Analyst™, serves as President of PTM Wealth Management, LLC and is a principal in the firm, Wealth & Advisory Associates, LLC. His focus is on working with individuals (particularly those experiencing divorce), families, and multiple generations, helping them make smart financial decisions in each area of their lives. Paul is regarded as an expert in the financial matters of divorce and works closely with divorcing clients and their attorneys during the process to help effectuate a fair and equitable outcome. His work in divorce extends to mediation (yourtermsmediation.com), and in providing Qualified Domestic Relations Orders and Pension Valuations to clients and their attorneys through his firm Divorce On Your Terms, Inc. (mydoyt.com). Paul has been featured in the Wall Street Journal, The Philadelphia Inquirer, The Intelligencer, U.S. News & World Report, Investopedia, and the Philadelphia Business Journal. He has also appeared on Comcast Newsmakers, The Lynn Doyle Show, and Fox News Radio programs.
Paul lives in Perkasie, PA with his wife, Michelle, and their daughter, Lily, and is a strong supporter of Domestic Violence organizations, having served on the Board of Directors for Laurel House and currently serving on the Board of Directors of A Woman's Place. Long ago, Paul was a songwriter, musician and Columbia Recording artist. Today, his outlets are golf and gardening. He can be reached directly at firstname.lastname@example.org, on LinkedIn, and on Twitter. Check the background of this investment professional at FINRA's BrokerCheck.
Dana L. Campbell holds the position of Office Manager for the firm. While her primary role is to manage operations and the administrative concerns of our clients, she also plays a prominent role in maintaining and cultivating our relationships in the financial industry. Dana also serves as a coordinator for special projects and event planning, and manages our internship program.
Dana lives in Warrington, PA with her husband Frank and two boys, Frank, IV, and Owen. She has previously held positions within the fashion and retail industry for Donna Karan boutiques, and with James Abel Events in New York City, where she served as Office Manager, essentially running all operations. Dana is a supporter of local pet rescue associations, and has volunteered for Special Equestrians of Warrington, which pairs special needs children with horses. She can be reached directly at email@example.com.
Georgeanna Brenneman joined our firm in 2016 to provide additional administrative and client services. She lives with her husband, Chuck, and son, Kevin, in Chalfont, PA, and loves camping and the outdoors.
Our Strategic Partners include Mark Byelich, CFP®, CDFA™, AIF® and Patrick Clark, with whom we share a relationship through Wealth & Advisory Associates, LLC. Mark, a principal in the firm, has a primary expertise is in fiduciary assistance for trustees, and in financial planning and investment management. Patrick's area of expertise is in helping charitable organizations, pension funds, and other entities select and evaluate investment managers for their respective funds. When situations warrant leveraging their expertise for our clients or organizations connected to them, we leverage their experience and knowledge and approach
Other partners include Your Terms Mediation and Divorce On Your Terms, Inc., which provides pension valuations, Qualified Domestic Relations Orders (QDROs), mediations and other services for our divorcing clients. We also maintain close relationships with estate planning attorneys and Certified Public Accounting firms.