PrimeauMayer Financial
PrimeauMayer Financial
Manassas, VA
Serving Clients Nationwide
Wealth Management for Catholic Families
5 out of 5 Stars
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Firm
Primary Advisor Locations
Timothy S. Mayer, CLU®, FSCP®
Mark Primeau
PrimeauMayer Financial
Locations
📍 302 West Boscawen Street Winchester, Virginia 22601
📍 502 North Royal Avenue Front Royal, Virginia 22630
📍 145 East King Street Strasburg, Virginia 22657
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
About PrimeauMayer Financial
At PrimeauMayer Financial, we are Catholic financial advisors located in Manassas, Virginia. While we work with folks outside of the faith who share our values, our specialty is providing wealth management services to Catholic individuals, families, and business owners in Virginia and around the country.Faith-based mission
We believe that Catholic people deserve a Catholic wealth management process that incorporates their values, beliefs, and practices. As faithful Catholics ourselves, we are active in our church communities and navigate many of the same life challenges as our clients.
Wealth management services for Catholic families and others with shared values
Our firm provides the opportunity to build and maintain a comprehensive, customized wealth plan for Catholic families. Our approach is to understand deeply our clients’ goals and develop a tailored wealth strategy in line with the Catholic faith.
Serving families approaching retirement
Our clients have successfully built a foundation for their retirement planning, and now they look for the vision and planning to carry out their aspirations of financial independence and stewardship.
Your journey of Catholic financial freedom
As a provider of wealth management services in Virginia, we recognize that every journey needs a guide. Your desire to accomplish great things with the years ahead, matched with our commitment to give financial advice consistent with your Catholic belief system, can lead to tremendous outcomes.
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.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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Thank you for meeting with me.
✅ Wealthtender Certified Advisor Review™
Apr 24, 2025
Tim,
Thank you for meeting with me.
I feel you took adequate unrushed time explaining things to me, clarifying when I had a question, and reassuring me that you are being thorough and careful. With my income being very low and not covering expenses, it is an understatement to say that every dollar that I do have, counts and is important.
I was also pleased Colin was present for the meeting since he has helped with the process of moving my money in and acclimating me to the process and website.
I am grateful you and Mark have taken me on, especially knowing that I am not your typical client.
Thank you,
Relationship to Financial Advisor: Client as of Apr 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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