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PBGH Financial Advisors, Inc.

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PBGH Financial Advisors, Inc.

Overview:

PBGH Financial Advisors, Inc. is a registered investment advisor providing financial planning and asset management services. We serve as a fee-only advisor built on trust, objectivity and integrity.

Our mission is to provide a plan and process to move you steadily toward your goals and objectives through continuous planning and review. Based on your unique personal situation we provide a customized financial plan that encompasses the following areas:

   * Cash Flow Planning
   * Retirement Planning
   * Investment Planning
   * Risk Management
   * Tax Planning
   * Estate Planning

PBGH Financial Advisors, Inc. also provides asset management services to work with you to construct a portfolio with the appropriate allocation to meet your long-term goals and cash flow needs. Modern Portfolio Theory provides the foundation of our investment philosophy. Our approach is based on the belief that today’s markets are too efficient to outsmart and stock picking is not the answer. We believe investor’s returns are explained by asset allocation decisions and not market timing. Our investment strategies are implemented with the use of no-load institutional mutual funds not available to the general public. PBGH Financial Advisors, Inc. and its strategic partners place great emphasis on minimizing trading costs and expenses and provide the discipline to keep you on track with your investment policy by continuously monitoring performance and rebalancing your portfolio when necessary.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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