Overview

Pegasus Financial Planning is the DBA of Pegasus Management Services a Registered Investment Advisor. We are fee based firm that serves individuals, families, foundations, and qualified plans. We serve a broad client base with a focus on educating our clients and helping them make the most informed decisions. We focus on comprehensive financial planning with our clients as a means to identify client goals and opportunities. We manage risk based portfolio models using modern portfolio theory with a mix of mutual funds and ETFs to guide our clients into the best asset allocation for their goals. We offer managed accounts, qualified plan solutions, and insurance products when needed, most insurance cases are group health, individual life, or individual disability policies. We are a good fit for an advisor looking to join an established firm or for an advisor looking with a succession plan to transition into retirement.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...