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(610) 727-4900
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View Our SECURE Act Infographic With Key Provisions From The Bill That May Affect Your Retirement

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Getting Ready to File 2019 Taxes? Understand How Marginal Income Tax Brackets Work

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Retire Smart

We'll Design a Plan to Help You Accumulate Wealth Now and Preserve it for Later 

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Protect Your Legacy

Minimize Estate Taxes and Maximize Your Inheritance

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Business Owners - Is Your 401(k) Plan Stale?

We Can Help

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“Our outstanding prestige with our clients today rests on the depth and quality of our work. It rests on our ability to focus on the interests of our clients and to solve their problems.” - Stuart Smith, 1947

What We Do

Individual Financial Planning

Financial advice shouldn't be complicated. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, PFG's personalized service focuses on your needs, wants, and long-terms goals. 


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Business Planning & Corporate Solutions

PFG Advisors have decades of experience in assisting business owners with transition planning as well as specializing in design review, implementation and servicing of corporate retirement plans for small to mid-sized businesses.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

We create strategies that can adapt to your needs and goals.

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Our Team

Meet our team of experienced advisors and staff who embody the values of PFG Advisors. 

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Meet Our Advisors

John Coll

John J. Coll, Jr., JD*, LLM

Partner

Alan Glassey

Alan R. Glassey, ChFC®

Partner

J. McCraw

J. Louis McCraw, CFP®, ChFC®, CRPC®

Partner

Tyler McCraw

Tyler McCraw, CFP®

Partner

Stephen Morris

Stephen B. Morris, ChFC®, CRPC®

Partner

D. Swinehart

D. Scott Swinehart, CFP®, CRPC®

Registered Representative

Richard D. Scott, CLU®

Richard D. Scott, CLU®

Registered Representative

Resource Center 

When Markets React

When markets shift, experienced investors stick to their strategy.
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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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