Passive Capital Management, LLC (PCM), serves as a fee-only, registered investment advisor known for its client-first approach and fiduciary standards. The business, which has announced the opening of its new Philadelphia office, expands PCM’s footprint in the Northeast.
The new office, which will be located at 1800 Byberry Road, Suite 1405, Huntingdon Valley, PA 19006, seeks to provide enhanced access to comprehensive wealth management services for individuals, families, and institutions alike– in the Greater Philadelphia region and beyond.
PCM’s Philadelphia office will be primarily serviced by seasoned financial advisors and partners in the firm. With extensive experience in wealth management, PCM’s team offers a proven track record of helping clients achieve their financial goals through globally diversified portfolios, personalized planning, and tax-efficient strategies. The team’s practical knowledge in developing tailored financial and investment solutions will ensure seamless, high-quality service for new and existing clients.
“This expansion reflects our firm’s success in building lasting partnerships and helping our clients achieve their financial goals,” said Jake Asplundh, Partner. “We’re excited to deliver the same transparent, low-cost solutions to the Greater Philadelphia area, which has been the key to our success since our founding.”
PCM’s Philadelphia office will also offer the firm’s signature services, which include:
- Investment Management
- Financial Planning
- Tax and Estate Advisory
All services are delivered under a model that aligns incentives with client success, prioritizing clarity, discipline, and evidence-based decision making.
For more information and latest updates, visit www.passivecapital.com or contact the Philadelphia office at (215) 839-1319.
About Passive Capital Management, LLC
Passive Capital Management, LLC (PCM) is a fee-only Registered Investment Advisor (RIA) established in 2007 by Scott Reinhardt, CFA, and Jonathan Farber. We are committed to our fiduciary duty and strive to maximize our clients’ investment success. Our offices are located in Baltimore, MD, Philadelphia, PA, and Syracuse, NY. PCM focuses on customer service and investment advice that improves client outcomes and helps to ensure their financial well-being over the long term. For more information on Passive Capital Management, please visit www.passivecapital.com.
