Partners Financial Group

What Partners Financial Group does

Partners Financial Group, LLC is an independent financial advisory firm headquartered at 507 Jessica Lane in Brick, New Jersey, operating under the trade name "PFG | SA Stone Investment Advisors Inc." The firm functions as a group of independent financial advisers delivering personalized financial planning, investment management, and wealth advisory services to individuals and small business owners across multiple U.S. states (NJ, NY, PA, CT, MD, NC, SC, VA, CO, FL, DE, ME, WV, DC, MT). Its service menu spans retirement planning, estate planning, investment management, insurance planning, tax planning, college planning, and mortgage services, supported by a digital content library of calculators, monthly newsletters, research articles, a financial glossary, a tax library, and educational videos.

The firm's underlying technology is conventional advisory infrastructure: a content-rich website, interactive financial calculators, and newsletter distribution, with no proprietary platform or AI capabilities. Securities transactions are executed through StoneX Securities Inc. (a FINRA/SIPC member) and advisory services are offered through StoneX Advisors Inc., giving the firm its regulatory and custody backbone without owning that infrastructure. The named leadership comprises Don McDermott (40+ years in the industry), Christopher Matseur, and Thomas Bahmer III, with the group claiming over 70 years of combined experience.

The business model is a traditional professional services fee structure: revenue is generated through fee-based and commission-based advisory engagements, with pricing determined in personalized consultations rather than published rates. The go-to-market is sales-led and relationship-driven, with client education and multi-generational retention as the primary growth engine. The firm has 1-10 employees, has disclosed no funding rounds, and reports no revenue figures, making it a small, privately held advisory practice operating within the StoneX independent-adviser network.

Name

Partners Financial Group

Legal name

Partners Financial Group, LLC

Website

https://partnersgrp.net

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Partners Financial Group, LLC is an independent financial advisory firm in Brick, New Jersey, providing personalized financial planning, investment, retirement, estate, tax, and insurance services to individuals and small business owners across multiple U.S. states under the StoneX-affiliated PFG brand.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Fee-Only Advisory (FSAEAAAL)

Keywords

• Financial advisory services
• Retirement planning
• Investment management
• Estate planning
• Wealth management

Headquarters

HQ city

Manasquan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Fee-based or commission-based financial advisory and planning services including investments, retirement planning, insurance products, estate planning, and tax planning

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Partners Financial Group is an independent group of financial advisers offering personalized financial advisory and planning services. Core offerings include retirement planning, estate planning, investment management, insurance planning, tax planning, college planning, and mortgage services for individuals and small business owners. Services span simple asset reallocations to complex financial program construction, delivered through an individualized consultation approach in which advisers educate and involve clients across the development and implementation stages.

Product overview

Partners Financial Group operates as a group of Independent Financial Advisers providing comprehensive financial services through a unified advisory platform. The core offering consists of personalized financial advisory services including Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Tax Planning, College Planning, and Mortgage Services. These are complemented by digital tools including Financial Calculators (retirement, mortgage, loan, net worth, RMD, and savings calculators), as well as educational content resources such as Newsletters, Research Articles, a Financial Glossary, Tax Library, and Financial Videos. The firm serves a diverse client base ranging from young individuals beginning their financial journey to those planning for retirement and legacy transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services
• Retirement Planning
• Estate Planning
• Investment Management
• Insurance Planning
• Tax Planning
• College Planning
• Mortgage Services

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• StoneX Securities Inc.coreOthersSecurities offered through StoneX Securities Inc., a Member of FINRA and SIPC. This partnership provides the regulatory infrastructure and custody for securities transactions conducted by Partners Financial Group advisers on behalf of their clients.
• StoneX Advisors Inc.coreOthersAdvisory services offered through StoneX Advisors Inc., providing the registered investment adviser framework for the firm's wealth management and financial planning services.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Cetera Financial Group: Independent broker-dealer network serving individual financial advisors and their clients. Similar in providing the institutional regulatory and product infrastructure that small independent advisory practices rely on.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors. Comparable as the institutional infrastructure model that Partners Financial Group's StoneX affiliation parallels, though at vastly greater scale.
• Commonwealth Financial Network: Privately held independent broker-dealer serving independent financial advisors. Comparable in supporting planning-led advisory practices with compliance, custody, and product access through a parent IBD.
• Cambridge Investment Research: Large independent broker-dealer supporting independent financial advisors across the U.S. Comparable business model: independent advisors offering comprehensive financial planning while affiliated with a larger broker-dealer for compliance and custody.

Direct peers

• Edelman Financial Services: Independent financial planning and wealth management firm serving individuals and families. Comparable in providing fee-based comprehensive planning, retirement, and estate services through a planning-led model.
• Focus Financial Partners: RIA aggregator and partnership network for independent wealth management firms. Comparable in supporting the independent advisory model; represents both a potential acquirer of small RIAs like Partners Financial Group and a benchmark for what scaled consolidators look like.
• Mercer Advisors: National RIA providing comprehensive financial planning, investment management, estate, tax, and retirement services to individuals and families. Comparable in offering the same full-service planning stack Partners Financial Group delivers, though at much greater scale.
• Mariner Wealth Advisors: Independent wealth advisory firm offering financial planning, investment management, tax, and estate services. Directly comparable in service mix and client base (individuals, families, business owners), though considerably larger.
• Creative Planning: Large independent RIA providing comprehensive wealth management, retirement, estate, and tax planning. Comparable service offering and target client segments, though at significantly greater scale and geographic reach.

Emerging players

• Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth manager combining robo-advisor technology with human advisors for comprehensive financial planning. Comparable target market (individuals seeking holistic financial planning) but competes via technology-enabled lower-cost delivery rather than traditional advisory relationships.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/partnersgrp
• LinkedInlinkedin.com/company/partnersgrp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Partners Financial Group