A complete list of active advisors currently associated with Pine Grove Financial Group

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

Pine Grove Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and retirement plan sponsors and participants. The firm, organized as MLG Wealth Management, Inc. doing business as Pine Grove Financial Group, manages about $1.49 billion through a 14‑advisor team and also offers written financial plans and occasional educational seminars. The firm emphasizes a value‑oriented, primarily long‑term investment approach combined with strategic and tactical asset allocation, using both fundamental and technical analysis and a quarterly manual rebalancing process. For implementation and tax‑sensitive trading, Pine Grove frequently retains a Third‑Party Adviser, 55ip, to run model portfolios, allocate assets at the household level, and perform tax mitigation trading under discretionary authority. A noteworthy, uncommon feature disclosed in the brochure is that the firm’s president is the general partner of Three Bridges Private Capital LP, a sponsor of private investment opportunities that are made available only to a small group of legacy clients and family members and not to the broader client base. The firm also discloses a revenue‑sharing arrangement with 55ip for certain model portfolios and states it seeks to manage the related conflict through due diligence, periodic evaluation of alternatives, and per‑client suitability analyses.

To learn more about the advisors currently working at Pine Grove Financial Group, 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.