We are pleased to be an independent fee-based financial planning firm affiliated with Pennsylvania Financial Group (PFG).  We are also pleased to have  Walnut Street Securities.(WSS) as our Broker-Dealer. 

What this means to our clients is that we are able to conduct our business with no pressure from our affiliates to place any product or service with our clients. At the same time, should the need arise to provide support due to the death or disability of Geoff Boyer, PFG stands ready to service your needs. Our affiliation with Pennsylvania Financial Group assures you that there is a depth to our organization rarely found in an independent, fee-based financial planning firm.

Headquartered in State College, Pennsylvania, Pennsylvania Financial Group was founded more than thirty years ago as a life insurance agency with an emphasis on pension planning. Over the years it has evolved into a multi-faceted financial services firm, fielding over eighty financial professionals with expertise in all aspects of financial management.

Walnut Street Securities is a broker-dealer serving the needs of independent representatives throughout the United States. Providing a multitude of financial services, Walnut Street Securities helps to ensure that our clients’ operational needs are being met with state of the art technology, brokerage products and services.