What’s New
3/14/2011
Malay Vasavda discusses Social Security Buybacks in a Wall Street Journal Blog.
12/8/2010
Malay Vasavda conducts a class on credit management for patrons of the Glenvew Library.
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Welcome to Quantum Financial Management, a fee-only financial management firm that provides wealth management services to successful professionals, small business owners, and recent wealth recipients. We also leverage our private wealth management expertise to provide business retirement solutions to plan sponsors of 401k, 403b, 457 and defined benefit plans. We pride ourselves on the trusted relationships we build with our clients. We focus on providing individualized attention and customized solutions to our clients’ ever-changing financial situation. By becoming a fiduciary partner with our clients, we act as their "Chief Financial Officer", developing solutions for anything that impacts them financially. We measure our success by how well we help our clients live life on their own terms.

Because we are held to a Fiduciary Standard, we continuously strive to build and grow the trust our clients have placed in us. Being objective and independent is extremely important to us. Our only source of financial compensation is our clients. We do not accept fees from any third party nor do we make commissions on any financial products we recommend. We strive to provide you with candid advice that is specific to your needs and goals. Because we work in a fiduciary capacity, we always provide recommendations based on your best interest. We believe our value system of integrity, objectivity, and continuing excellence is the foundation upon which a successful long-term partnership is built.

We encourage you to learn more about us by further exploring various areas of our website. To find out how we can make a significant impact on your financial life, please contact us to set up a consultation.

Thank you for taking time to visit us on the web.

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