Practice Financial Group
SEC RegisteredWe help you plant seeds today for your financial harvest tomorrow.
About the firm
PFG Investments helps dental and medical practice owners build and manage a comprehensive business and personal financial system. Working alongside Practice Financial Group, the firm provides investment management, accounting, tax, and financial planning services designed to direct cash flow and grow investment portfolios. Their goal is to eventually allow clients to step out of their practice permanently as their portfolio replaces their active income.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, comprehensive financial planning, accounting, tax planning, cash flow analysis, asset allocation and diversification, tax-efficient portfolio construction, retirement planning, and automatic funding plan setup.
Who they serve
Dental and medical practice owners, and employees in a 401(k) plan.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 202 | $49M |
| High Net Worth Individuals | 36 | $103M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 236 | $285M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
48 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,500,000 | 1.00% |
| From $2,500,001 to $5,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
Data as of March 5, 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. Practice 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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