Leading the Way.
Guiding financial professionals to achieve success for their clients and practice.
Everything You Need for Growth
One TAMP for All of Your In-Plan and Non-Plan Account Needs
We are the authority in Self-Directed Brokerage Account management for Advisors helping retirement savers.
Partner with TPFG to unlock new opportunities for your clients and your advisory business.
Our turn-key asset management platform gives Advisors all the innovative strategies and support needed to streamline workflows and enhance client outcomes.
Know MoreGet Ahead with TPFG
Get the TPFG advantage with the expertise of an elite lineup of asset managers for every type of client account, including SDBA!
More & Better Choices For Your Clients
A TAMP can give access to a wider range of investment solutions and strategies to serve more of your clients' needs. The right TAMP will enable you to offer clients the advantages of institutional investment management, specialized strategies, and alternative investment options.
Be a Financial Advisor, not a Portfolio Manager
As a financial advisor, you play a crucial role in guiding your clients' financial decisions. By partnering with a TAMP, you can delegate portfolio management tasks to investment experts and focus more on your clients' needs.
Empower Your Business with a Dedicated Team of Financial Experts
By teaming up with a TAMP, you gain access to specialized professionals in asset allocation, investment monitoring, and due diligence. This enhances your clients' sense of security and demonstrates your commitment to crafting unbiased financial plans.
Leverage The Latest Technology
You have options for managing your tech stack: build it yourself, hire someone, or outsource to a TAMP. Utilizing a TAMP's technology can streamline processes like opening new accounts, servicing existing accounts, and performance reporting, leading to better client communications and an improved advisor-client experience.
Get Ready For What's Next
One of the most obvious reasons to partner with a TAMP is the time it can save you. When you outsource investment management and tech, plus automate and streamline your operational processes, you'll have more time to focus on other things, such as your growth strategy, pursuing referrals and building your business.
Unleash the Power of
Partnering with TPFG unlocks exclusive access to an interactive digital software for risk assessment and portfolio creation. Whether you're drawn to a one-click solution for assembling diversified portfolios or you're inclined to tailor your models with precision, rest assured, we provide the tools essential for success. Moreover, RiskPro continuously tracks portfolio volatility, giving you vision into what could be unseen risk.
Whether you prefer an "easy button" approach to diversified portfolio building, or you'd rather personalize your models further, we've got your back with the options you need to deliver. RiskPro monitors the volatility of every portfolio so that you're alerted if an account moved beyond the risk tolerance your client is comfortable with!
Scale Your Business in Good Order
GPS, our cutting-edge, digital platform offers financial professionals the robust security and efficiency they desire for all aspects of client paperwork and servicing tasks.
Supercharge your operations, enabling seamless automation of paperwork completion, digital signatures, and submission directly to us for thorough processing. GPS is here to keep you, and your clients smiling!
Technology Solutions.
Advanced platforms designed to streamline your operations and enhance client interactions.
View DetailsClarity From Complexity.
This investor cycle of emotions has a common thread, a simple lack of understanding. With Perpetual Suitability® at its core, RiskPro is built to reverse that cycle and restore confidence and accountability in the investment decision-making process.
View DetailsOne of a Kind.
Strategy PLUS is the ONLY multi-manager, multi-strategy Turnkey Asset Management Platform designed specifically for the self-directed brokerage market and the retirement plan investor.
View DetailsAccelerate Business Growth with Expert Guidance.
Our regional consultants and service teams are experts that provide individual attention to you and your business at every stage. Your needs and your client's goals are at the center of everything we do. Consider TPFG your trusted collaborator, providing hands-on, personalized guidance.
Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS® is a registered mark of MFS Investment Management. J.P. Morgan is a proprietary mark of J. P. Morgan Chase & Co. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Janus Henderson Investors is a proprietary mark of Janus Henderson Group PLC. Invesco is a proprietary mark of Invesco Ltd. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., BlackRock Inc., MFS Investment Management, J.P. Morgan Chase & Co., Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, Meeder Investment Management, Janus Henderson Group PLC, Invesco Ltd. or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by Pacific Financial Group. 25.31.07 CID 9716549440