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Our Divisions

We tailor your financial strategy based on where you are-and where you're going.

Sports & Entertainment

Sports & Entertainment

We work with athletes, artists, and entertainers to build private wealth strategies that outlast the spotlight.

  • Contract income protection
  • Tax-efficient strategies
  • Legacy consulting
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Entrepreneurs

Entrepreneurs

Protect your business, reduce your taxes, and pass on a legacy with a strategy custom-built for high-income founders.

  • Business structuring
  • Tax planning
  • Succession strategy
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Community

Community

We democratize wealth-building strategies typically reserved for the top 1%, with a focus on historically underrepresented communities.

  • Financial literacy
  • Family legacy planning
  • 11.11% to charity

11.11% of our fees go to charity-in your name.

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PEMDAS Financial

Building generational wealth through the Financial Order of Operations.

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Contact

  • info@pemdasfinancial.com
  • (855) 691-4440

Legal Notices

Insurance Disclosure: PEMDAS Financial and its licensed agents offer insurance products through approved carriers. All guarantees are based on the claims-paying ability of the issuing insurance company. Insurance product availability and features may vary by state.
Investment Advisory Disclosure: Investment advisory services are offered through licensed Registered Investment Advisors (RIAs) only. PEMDAS Financial may refer clients to third-party RIAs and does not provide direct investment advice unless acting through a properly licensed individual. Always consult with your own advisor for personalized investment recommendations.
No Tax or Legal Advice: PEMDAS Financial does not provide tax or legal advice. Please consult with your CPA or attorney for advice specific to your individual situation.
Licensing Statement: Services offered may vary by state and individual licensure. Always verify the credentials and regulatory status of any advisor through appropriate governing bodies (e.g., state insurance departments, FINRA, SEC).
Affiliate Disclosure: Some services are provided through referral or affiliate partnerships. PEMDAS Financial may receive compensation for referrals made to licensed professionals within our vetted network.

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