Business Details
38 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Pennsylvania Financial Group, we believe that commitment, excellence, and individualized solutions form the foundation of successful financial planning. With over 30 years of experience serving clients, our team prioritizes meticulous attention to detail and long-term relationships built on trust. We specialize in retirement planning, asset management, and investment strategies tailored to each client's unique goals. Our process focuses on increasing your probability of retirement success through a systematic approach that includes beneficiary reviews, legal document assessments, and personalized financial roadmaps.Led by certified professionals with decades of combined expertise, we guide clients through every stage of wealth preservation and distribution. Our culture emphasizes transparency, ethical service, and continuous support to help you confidently navigate financial decisions. By blending technical proficiency with compassionate client care, we aim to transform financial planning into a meaningful partnership that secures your legacy and supports your vision for the future.
Services
Retirement Planning
Asset Management
Investment Services
Estate Planning
Financial Planning
Details
- Year established: 1988
Highlights and features
- We offer over 30 years of experience in personalized financial planning
- Our team provides meticulous attention-to-detail in asset management
- We specialize in retirement planning tailored to your unique goals
- Our investment strategies focus on long-term growth and stability
- We prioritize client relationships with transparent, ethical service
Associations and certifications
- FINRA
- SIPC
Services
Retirement Planning
Our retirement planning service helps clients create comprehensive strategies for financial independence. We focus on transitioning from asset accumulation to income planning while developing estate strategies for efficient asset transfer. With personalized guidance since 1988, we help clients understand their retirement vision and implement actionable plans that evolve with changing life circumstances.
Asset Management
Through our Investment Roadmap process, we develop customized asset management strategies tailored to individual financial goals. Our systematic approach includes regular portfolio reviews and adjustments to ensure alignment with evolving objectives. We combine technical expertise with personalized service to help clients confidently navigate market fluctuations while maintaining focus on long-term financial success.
Investment Services
We provide strategic investment services focused on long-term growth and risk management. Our quantitative approach builds portfolios aligned with clients' goals and risk tolerance. By combining tactical management with systematic strategies, we help clients work toward financial objectives while maintaining flexibility to adapt to changing market conditions and personal circumstances.
Estate Planning
Our estate planning service ensures proper asset distribution through comprehensive reviews of beneficiary designations and legal documents. We help clients organize important financial information and develop legacy plans that reflect their wishes. This includes coordinating final arrangements and creating strategies that balance personal intentions with practical financial considerations.
Financial Planning
We offer holistic financial planning that addresses all aspects of wealth management. Our process includes cash flow analysis, tax planning, and wealth preservation strategies tailored to individual needs. By focusing on both immediate requirements and long-term objectives, we help clients build financial confidence while maintaining flexibility for life's changing circumstances.
People
Scott E Shoup
Owner, CEO & CFO
Certified Financial Planner with over 30 years of experience. Graduated from University of Pittsburgh in 1988. Specializes in comprehensive financial planning and retirement strategies.
Kellie A Gillespie
Partner, COO & Investment Advisor Representative
15+ years in financial services with FPQP designation. Focuses on retirement planning and personalized financial strategies. Holds Series 7 & 66 registrations and insurance licenses.
Anna M Shoup
Financial Advisor & Junior Partner
Pittsburgh native with finance degrees from University of Maryland. Specializes in personalized financial planning for professionals and entrepreneurs. Joined PFG after five years in wealth management.
Questions
What financial services do you specialize in?
We specialize in retirement planning, asset management, investment services, and comprehensive financial planning tailored to individual client needs.
How do you approach retirement planning?
Our retirement planning focuses on increasing your probability of success through personalized strategies that evolve with changing life circumstances and market conditions.
What makes your firm different from other advisors?
We combine over 30 years of experience with personalized service, meticulous attention to detail, and a commitment to long-term client relationships.
How are investment decisions made for clients?
Investment decisions are based on your individual goals, risk tolerance, and financial situation using our systematic, quantitative management approach.
What areas do you serve?
We serve clients throughout Pennsylvania and across the United States through our registered representatives.
Reviews (1)
Dr. Steve Steve
Jan 29, 2015
Report
My wife and I were referred to PFG via friends. We were specifically pointed towards Michael Labos to be our financial investment advisor. Michael Labos turned out to be the best financial planner we have encountered.
Mr. Labos is extremely knowledgeable and has helped us set up some great investments for retirement. I set up a SEP IRA and plan to have more investments developed. He has flexible hours and he is willing to work with your schedule to guide you through financial decisions. He was even willing to come by our house to discuss our financial options; his office is an easy commute from
Mr. Labos is extremely knowledgeable and has helped us set up some great investments for retirement. I set up a SEP IRA and plan to have more investments developed. He has flexible hours and he is willing to work with your schedule to guide you through financial decisions. He was even willing to come by our house to discuss our financial options; his office is an easy commute from
