Employee Retention

In today’s competitive job market, attracting and retaining valuable employees is critical. We assist our business clients by providing benefit programs that not only enhance employee satisfaction but also align with their financial objectives. At PrimeauMayer Financial, we understand the value of your human resources, and our strategies aim to foster a win-win situation for […]

Business Succession

Often, a small business forms the most substantial part of an owner’s net worth. Transitioning from that ownership while capturing value necessitates deliberate planning. At PrimeauMayer Financial, we stand by business owners, helping them become independent of their businesses without compromising the fruit of their years of hard work. Our detailed and proactive succession planning […]

Planned Giving

Supporting a worthy charitable cause is not just an admirable act. With astute planning and the appropriate financial instruments, it can serve as a tool for establishing family income streams and reducing taxes. At PrimeauMayer Financial, we help you create enduring gifts that amplify the long-term success of your favored causes. Simultaneously, we guide you […]

Tax Mitigation

With public debt escalating and fiscal deficits widening, future retirees may face the possibility of considerable tax rate increases. At PrimeauMayer Financial, we offer thorough analysis and strategic plans designed to reduce your lifetime effective tax rate. This approach helps you put more money to work for your family and charitable causes, offering you an […]

Insurance Planning

The cornerstone of robust financial planning is effective risk management. Insurance products serve as a solid and cost-effective solution to various risks integral to your comprehensive plan. At PrimeauMayer Financial, we provide or source independent insurance expertise when suitable, ensuring that every element of your financial plan is fortified with the necessary protections. Our mission […]

Asset Management

Navigating the investment landscape can be complex, but it doesn’t need to be. At PrimeauMayer Financial, we aim to simplify this process for you. Our skilled team of fund managers is dedicated to constructing and managing portfolios that reflect your unique financial goals and risk tolerance. We believe that your time, talent, and treasure require […]

Financial Planning

It’s often said that “not all who wander are lost,” but in the realm of finances, failing to plan can indeed be planning to fail. At PrimeauMayer Financial, we hold your financial well-being as our primary concern. That’s why we initiate our journey with a thorough mapping of your income, expenses, assets, and debts. This […]

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Check the background of your financial professional on FINRA’s BrokerCheck. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. PrimeauMayer Advisors LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Fiduciary duty extends solely to investment advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. The investment adviser representative (“IAR”) is also a licensed insurance agent. In this capacity, the IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through the IAR on a commissionable basis. In addition, the IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when the IAR acts as an insurance agent may give the IAR an incentive to recommend insurance products based on the compensation received.

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