Overview

We are thought leaders in the areas of M&A and Succession Planning. Our team listens to your wants and needs to understand your priorities. We can help you become a more qualified buyer or get you top dollar if you are a seller. We have a presence throughout Arizona, California, Oregon, Washington, Idaho, Colorado, New Mexico, and Texas.

As a hybrid RIA with approximately $4.4B in total assets, we have been serving advisors for over 20 years. Advisors see PFG as a last stop solution because we offer:

• Several Affiliation Choices including RIA only, Hybrid RIA, and BD friendly.

• A powerful advisory platform complete with compliance infrastructure and support.

• Multiple Custodian and Money Manager Choices including Schwab, TD Ameritrade, Fidelity, and Pershing.

• A fully integrated technology platform and admin support including Salesforce, Orion, MoneyGuide Pro, and Riskalyze.

• Continuity and Succession Planning.

• W2 option with access to group health insurance, through PFG’s robust full benefits package.

•Top third-party asset managers including Asset Mark, OPS, SEI, and more.

•Robust Independent Broker-Dealer services (if needed)

•Transition Allowance packages.

• Marketing Support and Lead Generation.

Please let me know if you would like to have a personal and confidential conversation. Mike

Market
Advisor/RIA
Member Level
Plus
Last Activity
this week

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