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

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.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Team
Meet our team of experienced advisors and staff who embody the values of PFG Advisors.
Meet Our Advisors
Resource Center

Charitable Giving: Smart from the Heart

Do Our Biases Affect Our Financial Choices?

Should I Buy or Lease an Auto?
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