Broker Check

PFG Advisors adheres to Lincoln Financial Advisors philosophy – “Serve First, Last and Always” – which was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. As part of this philosophy:

We provide solutions and alternatives, but each client makes the final decisions about their own financial future.

Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world.

Each client receives confidential, highly customized, personal service.

Our Process

Our Process

We utilize a team approach – anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients toward their financial goals.

Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial planners access not only to Lincoln products, but also gives access to products from other companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and fixed and variable annuity contracts.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.


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