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Pelion Financial Group, Inc. (“PFG”) is a diversified financial services firm providing high-net-worth individuals and mid-sized companies with customized, comprehensive financial and retirement wealth solutions, as well as investment banking services.

The Pelion Financial Group of companies includes:

First Liberties Financial:  A full-service, FINRA-registered broker-dealer

Pelion Investment Advisors: A Registered Investment Advisor

Pelion Insurance Agency: A full-service insurance brokerage


PFG distinguishes itself through its unique, related suite of product offerings, a highly experienced management team, and a commitment to integrity, entrepreneurial ideas, and excellence.

Securities and Investment Advisory Services offered through Registered Representatives/Investment Advisor Representatives of First Liberties Financial.  First Liberties Financial is a member of FINRA, SIPC, and MSRB.