A Leading Financial Advisory Firm in West Texas

We're PFG Advisors — a collaborative financial advisory firm serving West Texas and beyond, specializing in comprehensive plans for businesses, retirees, and physicians.

This testimonial is from select clients only and may not be representative of all client experiences.

"PFG Advisors are knowledgeable and experienced in their field, and they truly understand the challenges small business owners and their businesses face today. I have entrusted them to identify and implement personal and business solutions to help positively impact my business, our employees, and our families."

Jerred Hurst, CEO & Founder

Primitive Marketing

"Business success happens when courageous steps are taken. Our founder had the foresight and wisdom to plan for our company’s future. With the help of PFG Advisors, we have been able to continue his legacy."

Matt Hadley, President

Bruce Thornton Air Conditioning (BTAC)

220+ years of guidance

PFG Advisors was formed when six trusted financial professionals with different areas of expertise created a collaborative firm. Together, our managing partners bring over 220 years of combined expertise to serve our diverse clientele and their needs.

Backed by talented support teams and robust infrastructure, we provide excellent service and support to you, your business, and your family for generations to come.

Meet our partners

Our Areas of Expertise

01

Financial Planning

A financial plan should address your particular needs for the accumulation, management, protection, distribution, and transfer of wealth.

02

Risk Management

We design strategies to help protect the people and things that matter most to you, so that you are covered in the event of the unexpected.

03

Business Planning

We assist our business-owner clients with developing strategies to protect their most valuable assets while helping them achieve their goals and meet their needs.

04

Retirement Planning

Whether retirement is far away or on the horizon, it is important to be clear about what it will take to retire and what your retirement lifestyle may look like.

05

Wealth Management

It is our intention to coordinate and devise a personal wealth management strategy tailored to your needs and objectives.

06

Estate Planning

We work alongside your existing tax and legal advisors to create an efficient estate strategy for you and your family.*

07

Executive Benefits

PFG Advisors has extensive knowledge in the areas of Bank Owned Life Insurance and Supplemental Executive Retirement Benefits.

08

Corporate Retirement

We work with our corporate clients to customize designs for 401(k), 403(b), Cash Balance, and other retirement plans.

*Neither MML Investors Services, LLC nor any of its subsidiaries, employees, or representatives are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.

Our Values

Consultative Approach

We combined our individual practices to form a larger, more comprehensive planning practice. Ours is a robust partnership with experienced advisors who are considered specialists in their fields.

Objective Guidance

We use our combined 220+ years of experience to provide support with honesty, integrity, and transparency. Remaining objective, fair, and professional is the way we do business.

Relationship-Centered

What do you envision for your future and the generations to come? At PFG, your goals and dreams become ours. We treat you and your family as if you were our own.

Results-Focused

Our recommendations will address the gaps in your current situation and lay the foundation for achieving your goals. We advise you with sound guidance and an established, systematic process.

Our Professional Qualifications

Check the background of your investment professionals.