Building Lasting Connections

Bringing it all together.

Current Clients

Prospective Individual Clients Prospective Business Owners

500+

Satisfied Clients

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65+

Years experienced combined

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^{What We Do}Combining Empathy & Experience To Create Your Plan

At PG Financial Partners, we excel in making complex financial concepts accessible and actionable for our clients. Our commitment to listening and patience ensures that you feel understood and supported. Our clients appreciate our ability to simplify financial strategies, making them easy to understand and implement. We are here for you, and we care about your financial well-being.

What makes us different

^{How We Help}Partnering For Your Prosperity

We provide guidance and support to help you understand your financial position, alleviating concerns and fostering confidence in your financial future.

In-Depth Financial Planning

We develop customized plans that address your unique financial goals.

Lump Sum Acquisition Support

Guidance on managing large financial gains effectively.

Retirement Strategies

We help create a roadmap for a comfortable retirement.

Portfolio Management

Our strategies aim to align your investments with your financial objectives.

^{Who We Help}Serving As Your Financial Ally

We serve small business owners, multigenerational families, executives, and professionals who seek comprehensive financial planning.

Business Owners

Business Owners

We provide tailored strategies to help your business thrive and grow.

Multigenerational Families

Multigenerational Families

Our approach helps manage and preserve wealth across generations.

Executives & Professionals

Executives & Professionals

We offer strategic advice to optimize your financial success.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Our focus is on creating a secure and fulfilling retirement plan.

^{Who We are}Evolving to
Serve You Better

Since 1993, PG Financial Partners has helped clients achieve their financial goals. Founded by Patrick Giller and joined by Tom Johnson in 2015, the firm rebranded in 2019 to better serve clients. Built on trust, integrity, honesty, and transparency, we prioritize client interests and foster long-term relationships.

Honesty
Transparency
Tailored Services

Learn our Mission

Built On Partnership & Purpose

What our clients have to say about us...

We feel like were your only clients. You guys are great, and it's only right that we tell you this. We just can’t say enough about how happy we are with you.

- Linda H

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I just wanted to take a moment to thank you for being a mentor on the financial side for my wife and I. Last night we talked about how far we've come, and we really owe you a lot for your guidance and support to get us where we are at.

- Chris A

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

You are very good at what you do. It's obvious this is the job you were made to do. We are very appreciative, and you've been so patient with us. It's been great having you to talk things through.

- Jody G

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Wanted to reach out and thank you for all of your work with us! Having you as a support and someone to hold us accountable has been really motivating.

- Kate C

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I’m truly thankful and blessed to have your help through all of the financial disciplines of life. Your hard work and attention to detail does not go unnoticed.

- Paul L

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

^{Our Process}Guiding You Every Step Of The Way

⁰¹ Holistic Audit

This holistic audit involves a detailed review of your current financial situation, including assets, liabilities, and income streams.

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⁰²Family Goal Setting

In this step, we work closely with you and your family to articulate both short-term and long-term objectives

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⁰³Analysis & Plan Design

With clear goals in mind, we delve into analysis and plan design, which allows us to craft a personalized financial plan that is adaptable to your needs and aspirations.

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^Resources
Tools & Guidance for every stage

Access our resources today to enhance your financial well-being. Gain valuable tools and insights to achieve your financial goals.

Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

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Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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^{Contact us}Ready To Get Started?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.