PINE Grove Financial Group
SEC RegisteredConfidence for your future
About the firm
Pine Grove Financial Group is a fiduciary financial planning firm rooted in Midwestern values that offers honest, personalized financial planning. They help clients grow, protect, and enjoy what they've worked hard for, with a focus on retirement planning through their proprietary Retirement H.E.A.L.T.H. Stress-test® framework.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Pine Grove offers coordinated retirement planning covering household income strategy, expense planning, investment allocation, longevity planning, tax planning, and healthcare planning. Their process includes listening to clients' goals, getting organized, and building a personalized financial plan aligned with the client's values and desired lifestyle.
Who they serve
Individuals and couples planning for or transitioning into retirement who seek clarity, confidence, and a coordinated approach to their financial life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 898 | $380M |
| High Net Worth Individuals | 506 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PINE Grove Financial Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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