Helping Communities Thrive

We design and deliver financial solutions that help communities across the country manage their money more effectively.

Public Treasury Management and Advisory Financial Solutions ® (PTMA) partners with and connects thousands of local governments and financial institutions by designing and delivering customized financial solutions that seek to strengthen communities from coast to coast.

We strive to be the financial services firm at the heart of civic life nationwide, providing the most comprehensive platform of solutions to help our clients and their communities thrive. 

Our Story Starts with Better Together

While PTMA Financial Solutions brand is new, our combined company has been here for more than 40 years. PTMA Financial Solutions, affiliated with the PMA Companies and Public Trust Advisors, LLC, emerged in the marketplace as one in 2024 after realizing that our two firms were aligned in our mission to address the financial pain points of local governments and provide solutions that help optimize their finances. 

It’s truly a one plus one equals three opportunity as we became better together, collectively expanding our comprehensive platform of financial products and services. Our combined company honors our rich histories, reflecting the values and traditions that have shaped our journey together.

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Public Treasury Management and Advisory Financial Solutions ®

Discover the PTMA Platform

PTMA’s financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow.

Who We Serve

We partner with and connect local governments and financial institutions to build comprehensive financial strategies that help communities thrive.