Every Life Journey is Unique

The Pacific Financial Group Family

Serve & Protect is a specialized business unit of The Pacific Financial Group, an SEC registered investment advisory firm based in Bellevue, Washington. TPFG provides portfolio management, back-office operations, and client service support for the Serve & Protect First Responder client base.

With family roots tracing back to 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice.

Today, TPFG is a dynamic WealthTech firm with over $3 billion in assets under management. The firm blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.

Our Commitment

While the financial services industry focuses solely on rollovers and income distribution products, we know the First Responder journey to financial independence starts years in advance. It is with this vision that we dedicate our resources towards building turnkey Wealth Development Solutions as well as innovative Wealth Management Programs. These platforms help advisors and their clients create healthy habits and a disciplined approach to financial independence.

“Police officers, firefighters, EMTs, and healthcare workers are the everyday heroes who protect us all. We’re honored so many have entrusted us to protect and preserve their investments and financial well-being.”

Megan Meade, Co-CEO
The Pacific Financial Group