Practice Financial Group

Investment management is embedded in the firm’s holistic service model rather than run as a separate unit. The Investments Administrator and Investment Operations Manager listed on the team page handle day-to-day execution, while lead planners — including CEO Nate Williams and Director of Financial Planning Ryan Fiegi, all of whom carry CFP designations — frame investment strategies within each client’s broader financial plan.

PFG does not publicly disclose a discrete asset-allocation model, target asset classes, or specific investment vehicles. Its materials describe investment management as a component of a unified financial plan for practice owners, suggesting that portfolios are likely constructed from traditional retail-investment building blocks — mutual funds, ETFs, and insurance products — calibrated to each owner’s practice and personal goals rather than alternative assets or direct deals.

No. PFG operates as a registered investment advisor serving individual dental-practice owners, families, trusts, estates, and retirement plans. The firm’s website, team composition, and service descriptions give no indication of pooled vehicles, feeder funds, or capital raised from institutions or outside LPs.

The firm was founded specifically to address the fragmentation dental-practice owners face when managing business accounting, tax compliance, payroll, and personal wealth planning across multiple providers. By restricting its client base to a single profession, PFG can build deep domain expertise — tax-code rules specific to dental practices, acquisition economics, and industry cash-flow patterns — that a generalist wealth manager cannot replicate efficiently.

The primary disclosed funnel is the dental-practice acquisition market. PFG publishes a guidebook on buying a dental practice and offers pre- and post-acquisition financial integration. This positions the firm as the default financial operating system for a dentist at the moment their complexity spikes — when they move from associate to owner — rather than competing in a broad RFP-driven search for a generic wealth manager.

Neither. PFG is structured as a registered investment advisor and wealth-management practice, not a family office. It serves multiple unrelated clients, all within the dental industry, and provides a bundle of professional services — tax, accounting, payroll, financial planning, and investment management — that resembles an outsourced CFO and personal financial-advisory function for practice owners.

The firm publicly states a fiduciary promise to act in its clients’ best interest, including giving honest advice based on ‘correct principles’ and not on ‘fads or flattery.’ Its website explicitly disclaims that investment outperformance is not something it can control, instead defining outperformance as the client becoming a better financial version of themselves relative to not working with PFG — language that frames the fiduciary duty around total financial outcomes rather than isolated investment returns.