Pruneyard Financial Group, Inc.

Pruneyard Financial Group, Inc. provides discretionary portfolio management and integrated financial planning services through its PFG Money Management Program, serving individual and high-net-worth households as well as corporate and small-business clients; as of May 26, 2026 the firm reported approximately $90.9 million in discretionary assets and about 95 clients. Financial planning topics such as retirement projections, cash flow, and insurance are incorporated into ongoing portfolio management rather than delivered as comprehensive standalone written plans.

The firm applies a mix of charting/technical, fundamental, quantitative, and qualitative analysis and implements a range of strategies including long- and short-term equity positions, fixed-income allocations, and options (including covered calls and spread strategies). Program clients grant discretionary trading authority, custody is maintained at Fidelity or Schwab, and accounts are reviewed at least quarterly with communications to update suitability and objectives.

What distinguishes the firm relative to many peers is that it sponsors its own wrap-fee program and is separately registered as an accountancy corporation, with its principal (a CPA) providing tax planning and preparation services for separate customary compensation (approximately 20% of that principal’s anticipated time). The firm also works with corporate clients and has historically served pension/profit-sharing plan clients, though it recently ceased offering pension consulting.