Oakton, VA Office

Pegasus Financial Group serves individuals (including high‑net‑worth clients), estates, trusts, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages about $122 million on a discretionary basis and also offers non‑discretionary advice and written or hourly financial planning engagements.

The firm constructs customized portfolios that emphasize low‑cost, diversified mutual funds and ETFs and relies primarily on fundamental analysis with a long‑term orientation, while permitting shorter‑term trades for rebalancing, tax management, or client needs. Pegasus may implement portions of client portfolios through unaffiliated independent managers and conducts ongoing oversight of those managers, and it serves as an ERISA fiduciary when providing retirement‑account advice and rollover guidance.

Compared with many peers, Pegasus is a small, owner‑operated advisory team that combines Certified Financial Planner and long‑term‑care planning credentials and also provides formal 3(21) retirement‑plan advisory services (vendor analysis, IPS design, benchmarking, participant education). The firm discloses that certain advisors maintain broker‑dealer and insurance registrations and that Pegasus maintains an institutional relationship with its recommended custodian (Axos), arrangements that the firm notes can result in additional economic benefits and potential conflicts of interest.