A complete list of active advisors currently associated with Pruneyard Financial Group, Inc.

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

Pruneyard Financial Group provides discretionary portfolio management and financial-planning-related advice to individuals, high-net-worth clients, and corporate or small business clients through separately managed accounts. The firm sponsors its own wrap-fee program (the PFG Money Management Program) and also offers tax planning and preparation as a separately compensated accounting service under its accountancy corporation registration. The firm’s investment process combines technical approaches (charting and technical analysis) with fundamental, quantitative and qualitative analysis, and it uses a range of instruments including equities, fixed income, mutual funds and ETFs, and options strategies such as covered calls and spreads. Client accounts are held with qualified custodians (primarily Fidelity or Schwab) and are reviewed periodically as part of ongoing portfolio management. Distinctive aspects include acting as the sponsor/manager of its wrap program — an uncommon role for independent advisers — and operating concurrently as a registered accountancy corporation, with accounting and tax services provided for separate compensation (the tax practice dedicates a meaningful portion of time to those services). The firm also works with corporate clients and has historically served pension- and profit-sharing plan clients, though it recently disclosed that it no longer offers pension consulting.

To learn more about the advisors currently working at Pruneyard Financial Group, Inc., 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.