A complete list of active advisors currently associated with Pegasus Financial Group LLC

Warmer can help you find a great advisor at Pegasus Financial Group LLC or one who fits your needs even better.

Pegasus Financial Group LLC provides discretionary investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), estates, trusts and employer‑sponsored plans. The firm also offers 3(21) retirement plan services and may implement portions of client portfolios through unaffiliated independent managers. The firm generally follows a long‑term, fundamental‑analysis approach and constructs diversified portfolios using primarily low‑cost mutual funds and ETFs while permitting individual stocks or bonds when appropriate; accounts are managed and monitored on a discretionary basis. Pegasus may execute shorter‑term trades for rebalancing, tax management, or to respond to market conditions, and it documents client objectives and reasonable investment restrictions before implementation. Distinctive features include a recent transition from state registration to SEC registration and an institutional relationship with Axos Clearing that provides custody, trading, technology and other platform services from which the firm receives certain economic benefits. Certain advisory personnel also maintain broker‑dealer and insurance licenses (each spending roughly ten percent of time in those roles), a practice the firm discloses and manages through its Code of Ethics and supervisory processes.

To learn more about the advisors currently working at Pegasus Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.