Broker Check
Client Account Links

Retire Smart

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

Learn More

We've Changed Broker-Dealers

Learn More

Protect Your Legacy

We Strive to Minimize Estate Taxes and Maximize Your Inheritance


Learn More

5 Tips for College Grads to Save for Retirement

Learn More

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

We Can Help

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

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.     

Learn more
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.

Learn more

Our Values

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

Learn more

Our Process

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

Learn more

Our Team

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

Learn more

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 

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More
The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
Learn More
A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More

Have a Question?

Thank you!
Oops!