PSG is not only a financial planning firm, but a financial planning family. By joining PSG, tomorrow can be your bigger future. Over the years, we have developed a culture that thrives on a “team approach” to financial planning, which gives our advisors a competitive advantage not usually experienced in our industry. Regardless of your experience level, 5 years to 30 years, PSG has a history of taking advisors to the next level, in both compensation and career as a whole. We have created a challenging and productive, yet fun environment and are committed to the personal and professional growth of our advisors and staff. Our team mentality allows our advisors to spend more time doing what they do best – finding new clients and building on their existing client relationships. We offer dedicated support and intellectual capital, while allowing you to build your business, your way.
As an independent, open-architecture firm, PSG has access to state-of-the-art financial planning and asset management software and we actively participate in the latest social marketing technology to position our firm as a frontrunner in the industry. We specialize in developing strategies in asset management, risk management, estate planning, business succession, charitable/philanthropic planning, and generational wealth education, planning, and management. Our experienced team of professionals includes the expertise of CFPs, JDs, MBAs, CRPCs, CFA, and CLU. The three partners of PSG have over 60 years of combined industry experience in advanced planning design strategies and business development. As such, we offer comprehensive, sophisticated planning strategies and provide superior service to ensure the future success of the advisor, their clients, and their families.
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501
Planning Solutions Group, LLC