The Pacific Financial Group, Inc.

Firm Profile

The Pacific Financial Group is an asset management firm founded in December of 1984 based in Bellevue, Washington. We have been in business and managing money for over 30 years with two (of our nine) managed strategies going back over 30 years. In addition to our full lineup of traditional money management offerings including SMAs and Managed Portfolios, we have made a name for ourselves with our abilities to add value to reps and clients where other managers cannot; most notably our capabilities in the VA and participant retirement spaces.

We manage assets for individuals, trusts, retirement plans, plan participants, etc. Since 2006, we have focused our efforts on a providing advice within existing retirement plans that offer participants the choice to “self direct” their assets. The self directed arena is the fastest growing part of our business as the opportunity has grown from just a few thousand plans offering self direction to over 80,000 plans.

KEY CONTACTS
Megan Meade, CEO & President, (425) 451-7722, Megan@tpfg.com
Stephanie Larson, VP Marketing, (425) 451-7722, StephanieL@tpfg.com

WEBSITE
www.TPFG.com

PRIMARY MARKET(S) SERVED
Mega (>$250 million)

OPTIONS AVAILABLE
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)

42 Home Office Employees Supporting the Business