A multi-generational legacy driven by meaningful relationships
Since 1980, Forest Hills Financial Group has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client expectations. At FHFG, advisors enjoy the benefits of a large company—exclusive resources, extensive industry knowledge, and a vast network—in a close-knit, family-oriented environment.
Nat Perlmutter, FHFG’s founder and CEO, works side by side with his daughter, Andie, and son, David—FHFG’s COO and co-managing partner, respectively. Managing partner Amy Salo joined the firm in 2021. As FHFG continues to grow, we delight in seeing many of our advisors work alongside their sons and daughters—a source of multi-generational advice that’s bolstered by both technical expertise and lived experiences.
FHFG boasts more than a hundred financial professionals and three locations. We’re especially proud of our unwavering commitment to the values we were founded on—respect, integrity, and loyalty—as well as our enthusiastic adoption of today’s newest and most innovative ideas. While we serve many more clients now than we did in our early days, we approach each new relationship, whether client or advisor, with the same values and care.
In addition to our FHFG advisors, as a firm we serve as consultants to countless independent advisors around the country when they need our expertise for advanced insurance, estate and business planning strategies. If you are an independent advisor looking to partner with us, please click here.
When asked what sets us apart, advisors and clients alike point to FHFG’s inclusive, relationship-driven atmosphere. Here, advisors are given the tools to excel on their own terms, and are surrounded by industry standouts who champion their colleagues’ success and client impact. That so many of our advisors describe FHFG as their “home away from home” speaks volumes—and proves that camaraderie, trust, and respect lie at the heart of our people-centered heritage.
Forest Hills Financial Group’s collective success is a reflection of the excellence of our advisors. To help each advisor maximize their potential, we provide an extensive array of resources, access to industry leadership, growth opportunities, and fulfilling work-life balance. We go above and beyond to support our advisors—and make it part of our mission to fulfill their aspirations and passions.