Timothy Mayer is a principal of PrimeauMayer Financial, a financial advisory firm that provides wealth management solutions to successful business owners and executives. Mark Primeau and Tim Mayer are the founders and principals of PrimeauMayer Financial with over 45 years combined experience in retirement planning, investment management, tax mitigation, asset protection, and business succession planning.
The PrimeauMayer team helps affluent clients make informed decisions to solve their most pressing financial challenges. PrimeauMayer works closely with our clients to address their key financial concerns: Wealth preservation, tax mitigation, effective wealth transfer to take care of heirs, asset protection, and magnification of charitable gifts.
PrimeauMayer Financial Elite Wealth Management
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
Investment Consulting:
Asset allocation, Portfolio management, Manager due-diligence, Risk Evaluation, and Performance Analysis
Advanced Planning:
Wealth enhancement (cash flow management and tax mitigation), Wealth transfer, Wealth Protection, and Charitable giving.
Relationship Management:
Regularly scheduled calls, reviews, and in-person meetings. Clients have access to PrimeauMayer’s aligned network of professionals, including legal, tax, insurance, and investment advisors.
PrimeauMayer Financial follows a consultative approach that leads our clients through a discovery process to get very clear on where they are now, where they want to go and what the gaps are. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. We limit our practice to people for whom we believe our comprehensive wealth management process could make a major impact.
Tim Mayer has been a member of the National Association of Insurance and Financial Advisors (NAIFA) since 2010, and a Qualifying Member of the Million Dollar Round Table* (MDRT) 2016-2019. He serves as a board member for Beer and Business of Manassas, VA, and the Catholic Business Network of Northern Virginia, Prince William Chapter. Tim has also been a member of the Knights of Columbus since age 18 and served as a local Field Agent for eight years. He holds the Financial Services Certified Professional (FSCP) designation from The American College of Financial Services.
Tim grew up in California and Oregon and has lived in northern Virginia since 2009. He earned a B.A. in Philosophy and Literature from Mount Angel Seminary and an M.A. in Interdisciplinary Studies from the University of Oklahoma with an Emphasis in International Relations. For several years he pursued a career in higher education and religious ministry.
Tim and his wife raise four daughters in Prince William County, Virginia. They enjoy reading and vacations to the beach. He’s working on his golf swing and introducing his daughters to the game, too.
Timothy Mayer is insurance-licensed in Virginia, Washington, DC, West Virginia, Maryland, North Carolina, Wisconsin, and Oregon.
*The Financial Services Certified Professional (FSCP) designation offers product and skills training as the foundation for career-long learning. The FSCP designation is earned by advisors who complete five elective courses, fulfill the ethics requirements, pass the certification course and the proctored designation exam.
The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability, and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round Table or any client.
