A Family Firm Dedicated to Serving You
Our story began in 1988, and for nearly four decades we have been helping individuals, families, and business owners make confident financial decisions.
As a family-owned firm, we believe the best financial planning starts with relationships. We take the time to get to know you, understand your goals, and provide personalized guidance to help you, your family, or your business, thrive for years to come. We take pride in providing personalized guidance in retirement planning, wealth management, and insurance strategies with warmth, integrity, and straightforward advice.
Our team works closely together both in the office and throughout our community, and that spirit of collaboration is reflected in every client relationship. We strive to create an environment where you feel comfortable asking questions, discussing your goals, and making important financial decisions with confidence. We have seen firsthand the peace of mind that thoughtful financial planning can bring, and we are honored to help our clients pursue the future they envision.
Generations of Service
Premier Financial Group was founded in 1988 by Brian Grant, a pioneer among the area's first African American owners of a financial advisory firm. From the beginning, his mission was simple: provide exceptional service, build lasting relationships, and always put clients first.
That commitment continues today.
Brian remains actively involved, continuing to work closely with clients while sharing the experience and wisdom he has gained over nearly 40 years. Today, he works alongside his son, Nicolas, and daughter-in-law, Lorita, who are carrying forward the firm's commitment to personalized service, integrity, and lasting relationships with the individuals, families, and business owners they serve.
Although our firm has grown over the years, our purpose has never changed: to help individuals, families, and business owners make informed financial decisions, protect what matters most, and build a strong financial future with confidence.
Our team combines decades of experience with a genuine commitment to caring for the people we serve. We are grateful for the trust our clients place in us, and we look forward to serving individuals, families, and business owners for generations to come.
The faces may evolve over time, but our commitment never will. Our family is honored to continue serving yours.
Strength Behind Our Service
At Premier Financial Group, personal relationships are at the heart of everything we do. Behind the scenes, our partnership with Kestra Investment Services provides the technology, investment resources, and compliance support that help us deliver exceptional service.
With Kestra managing the infrastructure, we can focus our time and energy where it belongs: getting to know our clients and helping them pursue their financial goals with confidence.