Since 1980, we've been helping our clients build, preserve, and conserve their assets and pursue their financial goals. Throughout the decades, the role we play in our clients’ lives has changed and shifted, but we have always been a source of respected guidance and advice. Whether a client is concerned about retirement, education, or estate planning, we’ve got them covered. We are a family-run firm working for you.
At the helm is CEO Nat Perlmutter who founded the firm in 1980. A multi-generational business, Nat works side by side with his daughter Andie, COO, son David, Managing Partner and the addition of Amy Salo, Managing Partner in 2021. Their team has family ties through and through. Many of the firm’s financial advisors also work alongside their sons and daughters to provide multi- generational advice and caring, with an articulated sense of family vision, values and goals. With a constant quest for growth through excellence, FHFG continues to provide an ever-widening array of services under the guidance of specialists in insurance, investments and comprehensive planning.
We pride ourselves in the legacy and reputation our firm has in our local communities. We would like to recognize our past, present, and future. What started as a small financial operation has now grown into a reputable firm with over 100 financial professionals and three locations. We have never strayed from the respect, integrity, and loyalty our firm was built on and today, while we serve many more clients than we did during our beginning years, each client is treated with these same values and client care.
Regardless of the market shifts or changes in the industry, we have remained committed to providing our clients the best service and products available. It is this commitment that created a culture of excellence and the incredible team of advisors we have at our firm. It is a commitment that has spanned over three decades and counting.