Premier Planning Group is a financial advisory firm that serves as the catalyst to connect individuals and business owners with their aspired, targeted financial goals. Boasting an array of financial professionals, we credit our success to confidential, customized financial solutions. We provide our clients the assistance needed to face both simple and complex financial problems associated with taxes, illness, retirement or death. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial products. Premier Planning Group has offices in Valley Forge and Glen Mills, PA, and Cincinnati, OH.

Our mission is to provide financial advice to success driven professionals and businesses through one-on-one customized financial solutions and services. Our competitive advantage is our ability to design personalized services. We believe in providing our clients with a trusting and comfortable atmosphere where they can be a part of planning their future. 

PPG serves both individuals and business owners looking to reach their aspired financial goals. For individuals, we recognize a client’s unique financial needs while tailoring a sound, customized plan to help them meet their personal financial goals. For our business owners, we will provide a comprehensive plan focused on profitability and overall company success. We work in a team approach with company attorneys, accountants and other key advisors to help you reach financial milestones and objectives. 

To efficiently use our clients’ time, we have a 6 step planning process to allow our clients to be part of planning their future. Through our constant monitoring process, we provide our clients with sound strategies for achieving set goals and objectives. 

(Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. Premier Planning Group, Inc. and AIC are not affiliated.)

Accounting

Business Development

Finance

Insurance

Investment Management

Premier Planning Group, Inc.

Premier Planning Group, Inc.'s headquarters in Phoenixville, United States

The Toledo office focuses on investment advisory and operational support services for clients in the financial sector.

Toledo

Brion Harris

Frank Heitker

Mike Polin

This department manages client interactions and provides support related to financial services and investments.

Client Services

This department provides financial planning and advisory services to clients.

Financial Services

This department focuses on providing personalized financial planning and investment management services to clients.

Wealth Management

This department focuses on building and maintaining strategic partnerships to drive business growth.

Partnership Development

This department is responsible for developing and managing strategic partnerships to enhance business growth and collaboration.

Premier Planning Group, Inc.

Org chart

Teams

Client Services

Financial Services

Wealth Management

Partnership Development

Partnership Management

Offices

Premier Planning Group, Inc.

Org chart

Teams

Client Services

Financial Services

Wealth Management

Partnership Development

Partnership Management

Offices

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