Led by Jay Young and Dr. Julia Chears-Young, PMM Capital Group is a strategic financial planning and advanced markets firm helping business owners, professionals, and high-income families navigate retirement, protection, succession, and legacy planning with greater clarity and coordination.

PMM specializes in developing customized strategies designed to address the interconnected challenges of taxation, retirement income, wealth preservation, business continuity, and estate transfer. Rather than focusing on one-dimensional financial solutions, the firm takes a comprehensive approach — helping clients align financial protection, executive benefits, retirement planning, insurance strategies, and long-term legacy objectives into a cohesive plan.

Drawing from leadership experience across financial services, healthcare, operations management, consulting, and entrepreneurial business development, PMM brings both practical insight and strategic perspective to every client relationship.

PMM Capital Group’s mission is simple: helping individuals, families, and businesses create financial confidence today while building a stronger future for the generations that follow.