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 serves individuals (including high‑net‑worth clients) and retirement plan sponsors and participants through a team of advisors managing roughly $1.5 billion across about 1,400 client relationships. The firm offers discretionary asset management, written financial planning, and both fiduciary consulting and fiduciary management services for retirement plans, and it also conducts occasional impersonal seminars and workshops. The firm’s investment approach emphasizes value‑oriented, long‑term investing combined with strategic and tactical asset allocation and quarterly manual rebalancing, with flexibility for special situations such as low‑basis stock or stock option holdings. PGFG frequently engages independent third‑party advisers to implement portfolios and tax‑aware trading—retaining discretionary authority for implementation when clients agree. Distinctive features relative to many peers include its role as a sponsor/syndicator of private investment vehicles offered to a very limited set of legacy or closely connected investors, and its regular delivery of educational seminars, both of which are uncommon for firms of this size. The firm also discloses cross‑industry affiliations—including an ownership interest in a tax/accounting practice and a revenue‑sharing relationship with a third‑party portfolio implementer—which it says it manages through disclosure and periodic due diligence.

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.

You can also browse Pine Grove Financial Group's office locations.