Why PFG?

The PFG Advantage

The financial services landscape is changing dramatically, and it can be difficult to find the right advisory relationship. We believe choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know.

The advantages to our practice are care, professionalism, and timeless principles. We handle our clients' investments prudently. We aim to simplify their financial lives. Clients meet with their advisor face to face to review their portfolio and evalutate the progress being made in meeting their goals.

Doing our own research is also important to us. In 2012, our team developed an innovative investment strategy that dozens of consultants in the PFG network have since adopted.

In addtion, we value empowering our clients with knowledge. PFG Wealth Planning proudly offers every client eMoney Advisor, a private online tool to organize all of their assets in one place.

We believe there are many reasons to work with our firm. If you would like to learn more at a complimentary meeting, contact us.

Our Role

The purpose of our service is to provide continuous oversight of a client's investments, taxes, retirement, and estate planning.

We want you to have access to the guidance and advice that will help you reach your personal and financial goals. This makes it easy for us to coordinate with other advisors like tax accountants and estate planning attorneys so that you can benefit from everyone's experience.

Our Alliances

Partners Financial Group (PFG) is one of the largest independent financial services firms in the industry. Today they have more than 100 financial consultants located throughout the United States. Founded in 1960, PFG has guided their clients to help achieve their full financial potential through implementing financial strategies and providing risk management and investment services.

Vicus Capital, Inc. is a Federally Registered Investment Advisor. Advisory services provided include financial planning, comprehensive investment advice and investment management services.

Fidelity Investments is one of the largest providers of financial services in the nation and has built a reputation of integrity for over 60 years. With over $1 trillion in assets under management and 99% coverage of the world's market capitalization, Fidelity continues to vigorously create opportunities for its customers. PFG partners with Fidelity so that assets you entrust with us are placed in Fidelity's custody.

SEI was founded in 1968 and is a leading global provider of institutional and personal wealth services, including asset management, investment processing and investment technology. Only a select group of financial advisors have access to the sophisticated investment resources of SEI.  SEI administers $394 billion in mutual fund and pooled assets and manages $162 billion in assets, through its subsidiaries and partnerships in which the company has a significant interest.    Pensions & Investments ranked SEI in the top 9% of money managers, based on total worldwide institutional assets under management.  (May 18, 2009 issue of Pensions & Investments)  

AssetMark, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and corporations. The firm manages separate client focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm also manages exchange traded funds for its clients. It invests in public equity, fixed income, and alternative investment markets across the globe. The firm employs technical and fundamental analysis to create its portfolios. It was formerly known as Genworth Financial Wealth Management, Inc. The firm was founded in 2008 and is based in Concord, California with additional offices in Chicago, Illinois, Encino, California, and Phoenix, Arizona (Bloomberg L.P. © 2017).

Pershing, LLC has been a leading global provider of financial business solutions for over seventy years and serves many of the world's most respected financial organizations.  Pershing has approximately $802 billion in assets held in custody.  Their parent company, BNY Mellon, has approximately $22 trillion in assets under custody and administration.

Cetera Advisor Networks LLC is an independent broker-dealer and registered investment adviser firm who utilizes a unique regional director model to support financial advisors through the entire life cycle of their business. Cetera Advisor Networks is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of its approximately 3,000 financial professionals.

Cetera Advisor Networks, a part of Cetera Financial Group, Inc., is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority (FINRA). For more information, visit Cetera Advisor Networks