Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Contact Us
    Contact Us

      We Give You Something Different.

      We offer many solutions that fit together naturally, including your client's workplace retirement account as part of their entire financial picture.

      Our Turnkey Asset Management Platforms (TAMP) provide advisors with two different levels of consulting services, a wide range of investment solutions for all types of accounts, including self-directed brokerage accounts (SDBA), and advanced technology to enhance the advisor-client experience.

      Our tech stack includes an interactive digital portfolio building and proposal system called RiskPro® and a Guided Paperwork Solution (GPS) for easy digital client onboarding and servicing. 

      Envision TPFG as your reliable ally, dedicated to expanding your practice, optimizing your time, and helping your clients reap the benefits of success.

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       30 curated model strategies built specifically for workplace retirement accounts.

      Our tech stack is anchored by RiskPro®, which provides continuous risk monitoring for all TPFG investment products.

       Our Guided Paperwork Solution (GPS) automates the tedious and error-prone client onboarding and account servicing process. 

       30 curated model strategies built specifically for workplace retirement accounts.

      Our tech stack is anchored by RiskPro®, which provides continuous risk monitoring for all TPFG investment products.

       Our Guided Paperwork Solution (GPS) automates the tedious and error-prone client onboarding and account servicing process. 

      Our Unique History.

      Since its inception in 1984, The Pacific Financial Group, Inc. has evolved from a humble RIA dedicated to aiding mariners in the Pacific Northwest with their retirement savings to becoming a trailblazer in the realm of Self-Directed Brokerage Account Management (SDBA) for individuals of 401(k), 403(b), and 457 plans. 

      From there we continued to innovate, building two turn-key asset management platforms for advisors that enable the management of all of their client's account types in one place.

      Fueled by our founder's unwavering determination, TPFG has cultivated a legacy of excellence, offering financial advisors top-tier solutions and unparalleled customer care.

      The Numbers Tell the Story.

      Millions of investors spanning every generation invest in a workplace retirement plan. Opportunity to scale up and accelerate practice growth with SDBA is everywhere.

      digital space

      Trillion

      Vast market opportunity in 401k, 403b, and 457 plans.

      Brokerage windows open in over 100k plans nationwide.

      Million

      Millions of plan participants seeking financial advice.

      Team-Based Consulting

      Consider TPFG a trusted partner, riding alongside you on your journey to accelerate practice growth and deliver the best investment outcomes that meet your client’s retirement goals.

      Focused on you and your client.

      We provide a holistic platform, with access to investment options within a fluid, end-to-end workflow. Delivering a consultative approach for advisors who need guidance and concierge-level support in building custom unified managed account solutions.

      We deliver a customizable solution for wealth management which ensures smooth onboarding, high-quality model presentation capabilities, customizable Risk Profile Questionnaire (RPQ), and a model risk management and surveillance system.

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