What's New at PFG

WHAT'S NEW AT PFG

LPL WELCOMES ACADEMY FINANCIAL AND PFG ADVISORS

SAN DIEGO – Aug. 21, 2024 – LPL Financial LLC announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic.

Headquartered in Lutherville, Md., Academy Financial was founded in 1992 by U.S. Military Academy graduate Harry Horn, CLU®, ChFC®, CRPC®, who built a client-centric firm based on the principles of integrity, professionalism and service. Since then, Academy has grown into a full-service, multidisciplinary financial planning firm that specializes in developing innovative wealth creation and preservation strategies.

It’s now led by partners Brent J. Kvech, AWMA®, T. Joseph Barger, CRPC®, CLTC®, Michael T. Leonard, ChFC®, CRPC®, and Michael C. McFeeley, CFP®, MSFS, CRPC®, CBEC®, a former Maritime officer and United States Merchant Marine Academy grad. Horn continues to serve as a consultant and partner emeritus.

Based in Berwyn, Pa., PFG Advisors is led by Tyler McCraw, CFP®, and Steve Morris, ChFC®, CRPC®, CBEC®. PFG Advisors focuses on comprehensive financial planning with specializations in business succession planning, estate planning and corporate retirement strategies.

With the move to LPL, the two firms will merge and operate under the Academy brand umbrella. Together, they are unifying their shared commitment to building and preserving wealth for families, executives and business owners.

“We’re honored to have PFG Advisors join us as we continue to grow our firm and build meaningful relationships with clients,” Kvech said. “The PFG team shares our serve-first approach, and we look forward to collaborating on behalf of clients for the sole purpose of helping them work toward their financial goals with their best interests in mind.”

Why they made the move to LPL Financial
The teams turned to LPL for enhanced operational capabilities and access to advanced tools to help them efficiently manage client portfolios and concentrate on delivering personalized financial advice.

“LPL is in the business of supporting our business,” Kvech said. “We felt the stability of LPL — a Fortune 400 company with a large infrastructure, economies of scale and robust technology — would enable us to operate independently and focus solely on taking care of our clients. Ultimately, this move was made for the benefit of our clients and is part of our longtime mission to ‘serve first, serve last and serve always.’ We believe if you take care of clients and offer the best possible environment and services, everything will work out.”

Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Academy Financial and PFG Advisors to LPL. At LPL, our vision is to be the best wealth management firm to help advisors maximize their success. We do that by providing innovative technology, tools, resources and a flexible operating environment that empowers advisors to deliver great advice and run thriving businesses. We look forward to supporting Academy Financial and PFG Advisors as they combine efforts and advance their practices to the next level.”

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SPREADING THE LOVE - PEANUT BUTTER & JELLY FOOD DRIVE

Members of PFG Advisors recently organized a successful peanut butter and jelly food drive to benefit the West Chester Food Cupboard.

Although the group collected other nonperishable food as well, PB&J was the focus after learning that the need for these items is so great, that the Cupboard is often forced to purchase them out-of-pocket. The Cupboard not only provides items such as peanut butter and jelly to residents, but also to schools, daycares, and colleges in the surrounding area.

It was a privilege to work with the West Chester Food Cupboard on this endeavor and we look forward to continuing our support of their generous mission!

To learn more about this great organization, visit Westchesterfoodcupboard.org.

COOKING FOR A GREAT CAUSE

PFG Advisors, in partnership with LPL Financial, recently gave their time and culinary skills to help prepare and serve food to the families at the Ronald McDonald House in Philadelphia. From chopping vegetables to carving roast beef, the team was happy to lend a hand to the wonderful charity that provides meals and lodging to families while their children are in the hospital. Learn more about the Ronald McDonald House Philadelphia and how you can help.

HATS OFF TO HELPING KIDS STAY WARM

The ornaments on PFG Advisor's Christmas tree were a bit fuzzy this year as they once again used it as a place to collect new winter hats and gloves to donate to UrbanPromise., a charity designed to equip kids and young adults in Camden, NJ with skills for academic achievement, life management, and spiritual growth.

Warm heads, warm hands, warm hearts!