Tyler Breder joined PTM Wealth Management, LLC at the end of 2020 after spending seven years with Vanguard as well as a brief experience with Charles Schwab.

During his time with Vanguard he obtained the CFP® designation and transitioned into wealth management with the objective of more comprehensively using his experience in financial planning. He has a strong background in the qualified and non-qualified plan space as well as employee stock compensation.

At PTM Wealth Management, LLC, Tyler assists Founder and President, Paul T. Murray, in providing financial planning, investment management, and insurance services to our clients. One of Tyler’s strengths is data analysis, and he creates “what-if” scenarios to “stress test” our clients’ goals and needs. Using state-of-the-art financial planning modeling software, Tyler can present the impact that higher taxes, inflation, financial crises, long-term care and other scenarios may have on retirement income and estate transfers. Tyler lives in Warrington, in Bucks County, PA, and enjoys golf, snowboarding, and mountain biking. Tyler can be reached at tyler@ptmwealth.com.

During his time with Vanguard he obtained the CFP® designation and transitioned into wealth management with the objective of more comprehensively using his experience in financial planning. He has a strong background in the qualified and non-qualified plan space as well as employee stock compensation.

At PTM Wealth Management, LLC, Tyler assists Founder and President, Paul T. Murray, in providing financial planning, investment management, and insurance services to our clients. One of Tyler’s strengths is data analysis, and he creates “what-if” scenarios to “stress test” our clients’ goals and needs. Using state-of-the-art financial planning modeling software, Tyler can present the impact that higher taxes, inflation, financial crises, long-term care and other scenarios may have on retirement income and estate transfers. Tyler lives in Warrington, in Bucks County, PA, and enjoys golf, snowboarding, and mountain biking. Tyler can be reached at tyler@ptmwealth.com.

During his time with Vanguard he obtained the CFP® designation and transitioned into wealth management with the objective of more comprehensively using his experience in financial planning. He has a strong background in the qualified and non-qualified plan space as well as employee stock compensation.

At PTM Wealth Management, LLC, Tyler assists Founder and President, Paul T. Murray, in providing financial planning, investment management, and insurance services to our clients. One of Tyler’s strengths is data analysis, and he creates “what-if” scenarios to “stress test” our clients’ goals and needs. Using state-of-the-art financial planning modeling software, Tyler can present the impact that higher taxes, inflation, financial crises, long-term care and other scenarios may have on retirement income and estate transfers. Tyler lives in Warrington, in Bucks County, PA, and enjoys golf, snowboarding, and mountain biking. Tyler can be reached at tyler@ptmwealth.com.