PAG is a family office financial services company serving high-net-worth individuals with $5m or more in investable assets.
Built For business owners, by business owners
PAG’s unique approach makes the family office model available to more people for no more than traditional financial planning fees. Whether clients experience a life-changing liquidity event or have accumulated wealth over time, PAG’s team of advisors can help clients clarify their priorities and make a bigger impact on themselves and their families.
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After a short stint consulting for PriceWaterhouseCoopers, I recognized my passion was helping people make great financial decisions. I left PWC to focus on growing generational wealth.
After 20 years, my interest in helping people make great decisions has only intensified. The last two decades have been amazing, and I continue to work with many of the same great clients. I look forward to what the next decade will bring, and the future clients we will be helping make great financial decisions.
Doug Bean, CFP® | Advisor & Managing Partner
Connect To Our Team
Chris Bean
Advisor & Partner, CPA
Douglas Bean
Advisor & Partner, CFP®
Eric Penz
Senior Advisor
