Pelion Financial Group is a diversified financial services company, known for integrity, entrepreneurial ideas, and a commitment to excellence.
PFG offers brokerage and trading solutions for institutional clients, as well as retirement and wealth management solutions for individuals and small to medium sized corporations.
We provide institutions high-touch trade execution across all debt, equity, and derivative markets. In addition, we can support emerging broker-dealers and hedge funds with a complete, turn-key infrastructure that provides a “plug & play” solution to these entities.
Individuals and corporations can take advantage of our expertise in the area of retirement plan administration and daily valuation/recordkeeping, our Asset Management and investment advisory practice, multi-line insurance products, and brokerage services.
Pelion Financial Group, Inc., through its subsidiaries and affiliates, can deliver individual products and services, or a fully comprehensive, integrated plan.
Our subsidiaries are:
• First Liberties Financial — Member of FINRA/SIPC
• Pelion Investment Advisors, Inc. — SEC Registered Investment Adviser
• Pelion Benefits, Inc. — Benefit Plan Administrator
• Pelion Insurance Agency — Full Service Insurance Agency
• Pelion Futures, Inc. — NFA Registered Futures Trading Platform