Lou McCraw has been providing financial planning services since 1984 and is the founding partner of PFG Advisors, LTD, which was formed in 2005. PFG Advisors, LTD is a financial planning firm specializing in personal planning, structuring investment portfolios, wealth transfer, and serving as the advisor to corporate qualified retirement plans.
In 1984, Lou founded Pension & Financial Services, Inc. (PFS), a Third-Party Administration (TPA) firm. Lou served as the CEO of PFS until 2012 when he sold the firm. The 28 years at the helm of a TPA provided Lou with the experience and insight into Plan Design issues and the complexities involved in the operations of qualified retirement plans.
Lou is an inaugural member of The Resource Group1 (TRG). The Resource Group is an invitation-only, nationwide network of the top 200 planners within LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – with LFA to help drive practice development among financial professionals and provide industry-leading service to clients. Lou has served as a TRG Board Member and was named the Chairman of the Board effective May 4, 2022. Lou was recently inducted into the TRG Hall of Fame’s inaugural class.
Lou has earned industry certifications and designations of: CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Retirement Planning Consultant (CRPC®).
Since 1992, Lou has continuously achieved the top honor of Chairman’s Council2 within the Lincoln Financial Advisors network for his financial services within the community. In 2008, he received the Legacy Award3 from Lincoln Financial Advisors in recognition of his leadership and dedication to the industry.
Outside of work, Lou enjoys playing golf and traveling. He resides with his wife Linda in Malvern, Pennsylvania and have three children, Shannon, Tyler, and Logan.
1The Resource Group (TRG) is an invitation-only nationwide network of the top 200 planners within LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA).
2The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors. This internal recognition is based on annual sales amounts as well as good regulatory and firm standing.
3The Legacy Award is an internal award given to an individual who excels in sales and/or management achievements, educational attainments, service to organizations within our industry and in the community. No fee was required for nomination, receipt or promotion of this award which was independently granted.