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Innovative Strategies 
Achieving Growth

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Phil Stanley

Principal

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Kristine Cranley

Director of Business Development

Financial & Cryptocurrency  Strategist

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Steve Kinard

Strategic Advisor

Who We Are

PM Squared is a Registered Investment Advisor based in Fort Worth Texas that seeks to provide a family office feel to the everyday investor.   To this end we tailor our financial planning services to the individual needs of our clients by offering them an expansive array of investment tools, ranging from the traditional vehicles of stocks, mutual funds,  and ETFs to opportunities for cryptocurrency exposure, options trading and private equity offerings.

Louis Harbour

Retirement Benefits Strategist

Celeste McMahon

Administrative Assistant

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Anna Kirby

Executive Assistant

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INVESTMENT TOOLS

Public Market

PM Squared partners with TD Ameritrade to offer our clients the entire traditional range of security investments including stocks, bonds, mutual funds and ETFs.

With more and more of our clients asking for exposure to cryptocurrency in their portfolios, PM Squared is proud to partner with Gemini to offer digital asset investment to our clients, while leveraging our team's personal experience in trading Bitcoin since 2014.

While traditional brokerage accounts often have limited tools with which to hedge a portfolio, PM Squared takes full advantage of options trading enabling us greater flexibility in our investment choices during times of economic uncertainty and downturn.

For our accredited investors, PM Squared is proud to offer the opportunity to invest in Texas, through capital raises for promising and established local businesses that generate steady income dividends and potential for capital growth. 

Private Equity

Cryptocurrency

Alternatives

"Rich relationships lead to much more than money. They lead to success, fulfillment and wealth"

Jeffrey Gitomer

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PLANNING SERVICES

FINANCIAL
PLANNING

Adjust investments according to personal goals, time horizon and risk tolerance

RISK
ANALYSIS

Understand financial risks and work toward ways to hedge against them

BUSINESS
PLANNING

Plan for current and future business goals, including exit strategies

LEGACY
PLANNING

Develop strategies for wealth transfer and charitable giving