Palmetto, FL Office

The Private Client Advisory Group LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, charitable organizations, and business entities. The firm offers discretionary and non‑discretionary asset management, comprehensive financial planning, limited‑scope ERISA 3(21) retirement‑plan advisory, and access to third‑party programs such as Orion Portfolio Solutions and a held‑away account platform for defined‑contribution participant accounts.

The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and may employ long‑ and short‑term positions, option strategies, and derivative exposure where appropriate; client accounts are reviewed at least quarterly and rebalanced as needed. The adviser also uses third‑party managers and model programs, and can operate with client‑granted discretionary trading authority or provide non‑discretionary recommendations depending on client preference.

Noteworthy aspects compared with peers include its explicit ERISA 3(21) plan services and the active management of held‑away retirement plan participant accounts via a third‑party platform, both of which are less common for firms of this size. The firm’s advisory personnel also maintain broker‑dealer and insurance registrations and direct relationships with custodial platforms (LPL Financial and Charles Schwab), creating outside‑compensation arrangements that are disclosed and addressed through firm policies.