PFG Value

Our Values

We Adhere to the Highest Standards of Professional Ethics and Principles. We Will Treat You and Your Clients Honestly and With Integrity.


Quality products

At PFG, we provide a network of financial services and quality products for our Financial Advisors. Focusing on service and long-term relationships is our priority. For more than 50 years we have concentrated on assisting Financial Advisors in designing and implementing comprehensive wealth and security strategies to help their clients accumulate, protect and transfer wealth. The personal and professional relationships we have with our advisors are second to none. This is our proudest accomplishment. PFG operates as a true Producer Group. Unburdened by the hierarchical structure commonly found at other firms, we are able to retain our independence while pooling resources and talent. Our commitment to you is as strong as your commitment is to your clients. As part of that commitment, we provide a collaborative environment for Financial Advisors to grow their business and increase their knowledge through mentoring partnerships and peer groups.

Greater levels of service

Finally, as a member of the PFG family, you can expect greater service levels with our PFG Network Advantage™. In addition to enhanced service levels with our network of providers, we offer our Financial Advisors back office support through our three-prong support model. This model includes practice management support, comprehensive back office support and compliance support. We proudly lead the industry in ease of doing business, registering as a Federally Registered Investment Advisor in 1974, long before our competitors. We continue to innovate and lead even in challenging markets. Allow us to put our resources to work for you.

Your Team

Meet the Executive Team


Check out the background of these investment professionals on FINRA's BrokerCheck


Edward Dare III

President and CEO, CLU,ChFC,CLTC

Eric Dare

CFP®, Executive Vice President

Kimberli Fleck, Esquire

Senior Vice President & General Counsel

Dawn Kay

Vice President of Finance

Ron Lutz

Director of Technology