# Practice Financial Group Practice Financial Group is a Bank / Wealth / Trust based in Jacksonville, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Jacksonville, United States - **Region:** North America - **Address:** 725 N 5th St, Ste 200, Jacksonville, OR 97530 - **Founded:** 2010 - **Assets under management:** Undisclosed - **Website:** practicefinancialgroup.com ## Regulatory record - **Reports private funds:** No ## About Practice Financial Group was formed in 2010 in Jacksonville, Oregon to solve a fragmentation problem: dentists routinely hired a standalone CPA, a separate wealth manager, and a payroll processor, then had to reconcile conflicting advice themselves. By concentrating exclusively on dental-practice owners, PFG built a unified operating model — tax planning, business accounting, financial planning, payroll, and investment management — delivered as one engagement. The firm operates from a single office and lists 27 professionals, roughly a third of whom carry CPA or CFP designations. PFG’s investment offering is retirement-plan and insurance-adjacent rather than a standalone allocation engine. The firm provides investment management for personal and business accounts, but its materials frame the capability as a piece of a holistic financial picture, not a distinct asset-management P&L. Asset classes or specific portfolio positions are not disclosed publicly. The firm works with business owners at the acquisition stage — it publishes its own guidebook on buying a dental practice — and offers ongoing accounting and tax compliance. The geographic footprint is domestic: the team serves US-based dental practices, with a physical presence in southern Oregon. The leadership group is anchored by CEO Nate Williams, a CPA and CFP, alongside COO Chad Rogers, also a CPA. The planning team includes multiple CPA/CFP dual-credential holders, including Director of Financial Planning Ryan Fiegi. The firm maintains in-house specialists for retirement plans, tax, and investment operations. No external growth-equity or venture vehicles are referenced. The firm’s only stated adjacent activity is a publishing initiative — a practice-acquisition guide for dentists — which doubles as a funnel for advisory relationships. What distinguishes PFG structurally is its vertical integration into a single, narrow professional guild. Most wealth managers treat dentists as one of many white-collar niches; PFG treats them as the entire mandate. That concentration creates an unusual sourcing moat — new clients arrive through practice acquisitions, when a buyer needs unified financial infrastructure, rather than through a generalist RIA search. The firm operates as a fiduciary and makes a public promise to respond to client inquiries within hours, not days, which functions as an operating covenant that a multi-industry RIA would struggle to match. ## Sectors - Healthcare Services ## People - Nate Williams — Chief Executive Officer, Senior Planner - Chad Rogers — Chief Operating Officer - Ryan Fiegi — Director of Financial Planning, Senior Planner ## Questions ### Who runs investment decisions at 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. ### Does Practice Financial Group raise external capital or operate a fund structure? 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. ### Why does Practice Financial Group serve only dental professionals? 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. ### How does Practice Financial Group source new clients? 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. ### What is Practice Financial Group’s fiduciary posture? 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. ## Related profiles - [PFA Pension](https://altss.com/profile/pfa-pension) - [PFG Private Wealth Management](https://altss.com/profile/pfg-private-wealth-management) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/pfg-investments Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology