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Retire Smart

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

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We've Changed Broker-Dealers

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Protect Your Legacy

We Strive to Minimize Estate Taxes and Maximize Your Inheritance


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5 Tips for College Grads to Save for Retirement

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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

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

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, LPL Financial Planner

J. Louis McCraw

J. Louis McCraw, CFP®

Partner - LPL Registered Administrative Associate

Tyler McCraw

Tyler McCraw, CFP®

Partner, LPL Financial Planner

Stephen B. Morris

Stephen B. Morris, ChFC®, CRPC®, CBEC® - CRPC conferred by College for Financial Planning.

Partner, LPL Financial Planner

Richard D. Scott, CLU®

Richard D. Scott, CLU®

LPL Registered Representative

Jack McClatchy

Jack McClatchy, CRPS®

Resource Center 

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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