Reliable Guides to Your Financial Destination
About PrimeauMayer Financial
Founded and managed by our principals Mark Primeau and Timothy Mayer, our independent financial planning firm is designed to provide our clients with comprehensive wealth management strategies. No two families are the same, and we start with the understanding that our clients need unique, relationship-oriented, values-led financial planning. Any destination can be reached with a detailed map, resources to get there, and the wisdom and experience to mitigate risks and maximize opportunities.
At the heart of our firm is an ethos of stewardship. Drawing from our shared Catholic tradition, Mark and Tim believe that each of our client families is destined for greatness in life. As people made for freedom, each of us has a mission to accomplish with the time, talent, and treasure we’re blessed to receive and nurture. PrimeauMayer Financial serves our clients with independent, trusted guidance to help accomplish your financial goals, at the service of living your most meaningful life.
Guided by our mission
Our mission is to help our clients become the best version of themselves through financial independence, enabling them to have a greater positive impact on their families and meaningful causes.
Your Team of Advisors
We’re honored to serve our clients with a spirit of careful stewardship of their resources. We are personally called and committed to the financial success of our clients. With experience in both corporate America and the non-profit sector, our team members are committed to personal integrity, collaboration on behalf of the client’s best interests, and excellence in our chosen profession. As a firm, we’re also committed to working with other firms aligned with our values on behalf of our clients’ financial goals.
A Value-Focused Wealth Management Philosophy
We offer comprehensive wealth management services that start with your values and goals, develop a plan and maintain it over the years. We make talented expertise available for your needs, and we aim to provide value well beyond what we earn as your professional wealth managers.
Holistic Team Approach
We serve our clients’ best interests by remaining independent and collaborating with aligned industry experts in tax planning, business and estate planning, elder care, insurance, and other areas. We can serve as captain of this team on behalf of our clients, providing access to a depth and breadth of expertise while keeping focus on our clients’ specific plan details.
You face many risks in retirement, including tax rate increases, inflation, market fluctuations, healthcare expenses, litigation, running out of money, and leaving wealth in the wrong hands when you’re gone. We emphasize the management of these risks to help you enjoy many nights of sound sleep.
Acting for Your Best Interest
As a fiduciary Registered Investment Advisory firm, we’re committed to serving your best interests above any consideration of our own compensation. Whether serving as your investment advisor or your insurance agent, we follow the plan that optimizes your best outcomes. We’re your independent financial advocate, and we’ll always be on your side.
We’re Here to Give
We believe strongly that our firm should help not only our clients, but our community and its many worthy non-profit organizations. We support organizations that help those who need our time, talent and treasure.
We understand wealth to be a blessing provided for a time, and for a purpose. In addition to supporting our clients in their charitable giving efforts, our firm directly supports a number of local and national organizations that are working hard to make our world a better place for the future. We welcome others to join us in these efforts, and to share information on additional worthy organizations.
Amanda Brady Foundation, Boyle School of Irish Dance, Care Net PRCs, Catholic Business Network of Northern Virginia, Christendom College, Gabriel Homes, Guadalupe Free Clinic, Holy Family Academy, House of Mercy, Knights of Columbus Charities, Mother of Mercy Free Medical Clinic, Paul Stefan Homes, Prince William Chamber of Commerce, St. Katharine Drexel Mission, Seton School