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Wealth built with intention

From strategy to succession, we help you organize, protect, and bring clarity to your vision.

Isn't It Time We Talked

Stewards of Your Legacy

Stewards of your legacy, we’re proud to be strategic partners across generations.

At Private Financial Group, our focus is narrow by design: long-term relationships, clear strategy, and complete financial oversight.
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Our proprietary Life Print FORMula organizes every piece of your financial life today, grows with you as your life unfolds, and creates a clear blueprint to guide and empower the next generation.

what we do FOR YOU

Start With What Matters Most: You

We begin by discovering what you truly want—your goals, values, and vision for the future.

Design a Plan That Fits Your Life, Not Just Your Finances

We craft a tailored strategy that aligns with your lifestyle, priorities, and long-term goals.

Put Strategy Into Action

We implement your financial plan with precision—covering investing, tax, insurance, estate planning, and more.

Stay on Track as Life Evolves

Your plan isn’t static. We continuously monitor and adjust to keep pace with life’s changes.

Build a Relationship That Goes Beyond the Numbers

This isn’t one-and-done advice. It’s ongoing guidance, built on trust and real connection.

WHO WE HELP

Clarity begins with the right fit.
We partner with clients who value family, long-term thinking, and personalized advice.
Affluent Family Stewards
Multi-generational families building a legacy.
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Legacy matters. We help families protect and pass on what is most important.
Established Professionals
Planning for retirement and beyond.
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Structure, strategy, and peace of mind as you move into your next chapter.
Ambitious Entrepreneurs
Growing wealth, planning ahead.
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As your financial picture expands, so does the need for precision and clarity.

Affluent Family Stewards

Multi-generational families
building alegacy
Legacy matters. Wehelp families protect and pass on what is most important.

Testimonials

Private Financial Group has had the pleasure of working with incredible individuals over the years. We are grateful that many have shared their positive experiences and kind words about our firm.1

"I wish we would have done this years ago"

We are more than happy to have others share in our experience with you. We would like to let others know how greatly appreciative we are for all you have done for us, our business and our children. 

I wish we would have done this years ago. 
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Thank you for all the support you have given us. "

- Jeff & Paulette S., January 2024

"Peter and his team have a wealth of knowledge "

My experience with PFG has been fantastic to date. Peter and his team have a wealth of knowledge that have made a significant impact on how I invest now for my future. I can’t say enough about how they have worked hard to ensure that I have all the best products to support my needs but also that I have a support team to ensure I have everything in a place I can easily find and access.

- Dan R., March 2024

"PFG starts with a destination in mind"

PFG has developed a “LifePrint” which directly reflects the personal financial goals and requirements of my family.  Our relationship has evolved over the last 13 years, but what makes Peter and his team different from others in this industry, is that PFG starts with a destination in mind.  We spend a substantial amount of time discussing specific goals:

Peter Dobrich and PFG have made a point of understanding the needs of my family first, and then building a plan that supports those needs.  As my business and net worth grows, through the ebbs and flows of life and the economy, our needs also evolve.  Peter and I meet frequently, at least once per year, to ensure our destination and financial goals remain aligned. 

I would strongly recommend a meeting with Peter and the PFG team if you are looking to accomplish very specific financial and life goals.   Our professional relationship has evolved into a friendship, and Peter and PFG now play an important role with our family.

- Jeff L., August 2024

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