Congratulations to Professional Money Management on their nomination for August’s Chamber Champion!
Professional Money Management (PMM) is a trusted financial planning and wealth management firm dedicated to helping individuals and families pursue financial confidence through every stage of life. Founded more than 35 years ago by Dan Hostetler, the firm has built its reputation on providing personalized guidance with integrity, compassion, and a long-term commitment to each client’s success. Based in Greensburg, Pennsylvania, PMM serves clients by developing customized financial strategies designed to help them navigate retirement and achieve lasting financial security.
At the heart of PMM’s philosophy is the belief that no two financial journeys are alike. The firm’s comprehensive approach integrates retirement planning, investment management, tax planning, and estate planning to create strategies tailored to each client’s unique goals and circumstances. Rather than focusing solely on investments, PMM works closely with clients to understand their priorities, manage risk appropriately, and develop flexible financial plans that evolve as life changes.
Professional Money Management is led by a team of experienced financial professionals who combine technical expertise with a client-first mindset. Founder Dan Hostetler, CFP®, is joined by Junior Partners Greg Holzer, Brandon Leeder, Jacob Hostetler, and Danielle Hostetler, whose diverse backgrounds in financial planning, operations, and investment management enable the firm to provide comprehensive guidance and responsive service. Together, they are committed to building lasting relationships based on trust, transparency, and personalized attention.
PMM’s mission extends beyond managing portfolios—it is about helping clients make informed financial decisions with confidence. Whether preparing for retirement, preserving wealth for future generations, or navigating significant life transitions, the firm’s advisors emphasize education and proactive planning. Their collaborative process is designed to simplify complex financial decisions while providing clients with the knowledge and resources needed to stay on track toward their long-term objectives.
After talking with the staff at PMM, it is clear that the company culture and workplace environment stands at the top. Their team expresses a genuine love for what they do, who they help, and who they work with every day. In fact, PMM has received their fourth consecutive “Best of Westmoreland County” in the Financial Planner business category.
Growth has been a focal point for PMM as well. They have recently moved their office to Greensburg to provide them with more growth opportunities, as they have been growing at a pace that is double the rate of other similarly sized financial planning businesses. Their portfolio consists of clients located locally in Westmoreland County, Pittsburgh, Cleveland, and even California.
PMM will be hosting a chamber “Wake Up Westmoreland” event in September to showcase their new office space and welcome chamber members to a morning of networking and collaboration.
Congratulations to the team at Professional Money Management on being August’s Chamber Champion!
