Our Mission

At Profit Planners Management Group (PPMG), we have the client—and only the client—in mind.

PPMG's mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Client Experience

In everything we do, our mission is to deliver an exceptional client experience. We strive to serve you in such a way that inspires you to introduce us to others you know.


Everything we discuss and plan for you will be held in strict con­fidence.

Customized Solutions

After reviewing the specifi­cs of your ­financial situation, we can mutually determine which services may be appropriate for you.