Our Clients


Our clients include medical service providers, business owners, executives, retirees, surviving spouses, and other individuals whose financial circumstances would benefit from PFG's years of experience and technical knowledge. In all cases, our clients value the integration of our comprehensive wealth planning services and our management of investment portfolios.

We are a referral-based firm; however, if you are interested in becoming a client and have not been referred, please contact us to see if we would be able to serve your financial needs.