About Premier Planning Group
We do things differently than your average financial advisor. We listen, we care, and we strive to exceed your expectations. From smart investment advice or an educational seminar to a holiday party or deep sea fishing trip, as a client of PPG, we hope that at the end of the day, this makes you feel understood and appreciated. With $1.2 billion in assets under administration through Cetera Advisor Networks LLC (as of 01/19/2023), we have the experience and knowledge to help you work towards your ideal financial future.
Customized Solutions for Federal Employees
Your federal benefits provide you with opportunities to build a fulfilling retirement, but you may not know about the decisions you need to make that will result in the retirement you envision. To increase your chances of achieving the retirement you want, we’re here to help tie all the components of your financial picture together.
It All Started With a Simple Thought...
The financial industry can be a complex place, but current CEO and Founder, Brion Harris, thinks it doesn’t have to be that way. Brion co-founded Premier Planning Group in 2001 with his father, Dan. With the mantra, “always put the client first” in their minds, they created a space that offered retirement, investment, and financial advice in a way that was easy to understand and allowed clients to feel empowered and confident with their money choices.
We Always Put the Client First!
We are obsessed with the client experience. We always start with clients' needs first and then work backwards. Every decision we make as an organization can be traced back to the benefit of our clients. Their perceptions are our reality and their preferences and opinions become our innovative road map. Therefore we place particular value on personal relationships with our customers. Discover how this helped us create the process we have in place today.
