Lombard, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PCG Wealth Management
Team
Firm-wide stats for PCG Wealth Management
About
PCG Wealth Advisors (doing business as PCG Wealth Management, WealthSprings, and Limestone Wealth Management) serves individuals (including high‑net‑worth clients), charitable organizations, corporations and retirement plans, managing approximately $931 million for about 1,800 clients with a team of 18 advisors. Its services include discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting.
The firm emphasizes customized, primarily long‑term portfolios constructed from low‑cost mutual funds and ETFs but also uses individual stocks, bonds, pooled investments, structured products and options as appropriate; accounts are monitored continuously and may be rebalanced or traded for tax‑loss harvesting, risk management, or to meet client objectives. PCG offers both wrap and non‑wrap account structures through its Strategic Wealth Management program and implements agreed‑upon discretionary authority for portfolio management and model portfolios.
Distinctive aspects disclosed in the brochure include acting as sponsor and portfolio manager of its own wrap‑fee program, a broad retirement‑plan practice that provides ERISA 3(21) non‑discretionary and 3(38) discretionary services plus participant‑level advice and model management, and related business activities such as dual registration with LPL, insurance sales, and affiliated TPA services via RKJ & Associates. The firm also documents practices around mutual‑fund share‑class selection to manage overall fee structures and the potential conflicts tied to custodial transition assistance and commission‑based activities.
Based on PCG Wealth Management
Expertise
Based on PCG Wealth Management
Location
377 E. Butterfield Rd., Ste. 640
Lombard IL 60148
Advisors at this office
2
Advisors at this office
Richard J
Series 63, Series 65
Lombard, IL
PCG Wealth Management
Richard Johnson is a financial advisor with PCG Wealth Management in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial. Outside of his advisory work, he is involved with RKJ & Associates, a tax preparation and accounting firm. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other investment vehicles, and maintains a strong focus on retirement-plan fiduciary services.
Michael J
Series 66
Lombard, IL
PCG Wealth Management
Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")