About Us

Our vision is to be known for continually raising all
expectations of the investment advisor industry and

exceeding those expectations.

Our History
Mission Statement
Guiding Principles
Business Approach
Core Values

For over 30 years, Premier’s team of CERTIFIED FINANCIAL PLANNER™ Professionals and financial advisors have worked with individuals, families, foundations, and company retirement plans to provide exceptional investment management and holistic financial planning service.

As SEC Registered Investment Advisors, we are fiduciaries to our clients and are dedicated to put our clients’ interests first. From investment management, retirement planning, financial planning, estate planning guidance, and tax planning guidance – our goal is your financial peace of mind.

Premier Financial Group’s corporate mission is to assist clients in all aspects of accumulating, preserving, enjoying and distributing wealth to achieve financial peace of mind.

Clients are our focus. We are dedicated to our clients’ success and define our own success in terms of their success. We will strive to understand their needs and to meet or exceed their expectations by delivering practical advice, effective implementation, well designed investments, and always providing outstanding value. We will continuously renew our resources to ensure we bring our clients the most up–to–date methodologies and know how.

Teamwork is essential. We work together in planning, setting standards, and continuously improving and delivering quality service. We work together as teams – locally, regionally, and nationally to best serve our clients.

 

We approach our work with a focus on results, a sense of timeliness, and a healthy dissatisfaction with the status quo. We demonstrate leadership which encourages teamwork, open communications, and mutual trust. We maintain our firm’s independence and local control to better serve our community’s clients and professionals.

Core Values allow us to conduct our business affairs with uncompromising honesty and integrity. We will treat everyone with respect and dignity. We will work to comply with all applicable laws and regulations. We will seek opportunities to contribute to our community.

Our Core Values are:

  • Appreciation:  Is expressed and received with dignity, with respect for ourselves and others. Counting our blessings and helping others see theirs.
  • Collaboration:  Authentic and passionate engagement with others towards meaningful, extraordinary results and relationships. All voices have value and importance.
  • Excellence:  A promise to those we serve and to ourselves to continually improve, raise your standards, and give your best.
  • Integrity:  We are honest and authentic in all of our actions and relationships, with a willingness to accept discomfort to maintain it.
  • Passion & Fun:  Having enthusiasm and passion for our profession while creating a happy and healthy environment.

 

MEET OUR TEAM

Schedule a complementary
wealth coaching session

LET’S TALK!