Who We Are
...because partnering with PFS makes good business sense.
PFS represents a new era for Financial Planning. In fact we're reinventing Financial Planning as it should be so that established wealth management advisers can accomplish much more for themselves, their businesses and their clients.
We're looking for Affinity Partners that want to spend more time with their clients and do business in a different way. In return PFS will provide all the support you need.
Becoming a PFS Affinity Partner allows you to tap into the thinking and resources of PFS allowing you to leverage your core competencies, improve the level of service to your clients and increase the value of your business.
- Plan B pedigree
- Client first approach
- Affinity (n. similarity; close resemblance or connection)
Our purpose is to partner with the best wealth management practices so that our model can take them to a new level and in doing so help them reinvent financial planning for their clients as it should be.