Our Story

Founded with a vision to create an agile, boutique investment firm, The Pacific Financial Group, Inc. has centered on developing individuals and affording them opportunities to flourish.

The firm has earned a reputation for outstanding client service and a drive to create investment solutions within long-standing relationships. TPFG distinguishes itself in a commitment to growing a distinctive culture and holding core values which always places the clients’ interests first. These values are reflected in the firm business principles which emphasize integrity, commitment to excellence, innovation and teamwork.

The Pacific Financial Group, Inc. is structured to provide quality professional investment advice. We have earned a reputation for “beyond expectations” client service and a drive to create flexible investment solutions within long-standing relationships.

As an active money manager, our team of Portfolio Managers begins by evaluating a broad spectrum of investment tools available today, including but not limited to Exchange Traded Funds (ETF’s), Stocks, Bonds, and Mutual Funds. After a highly selective process of qualifying and quantifying the universe of investment choices, we offer money management services on four distinct investment platforms that professional financial advisors may present to their clients to help achieve their financial goals.