Who We Serve

The big picture of what financial freedom means to you is the result of numerous components working together in your favor. Our financial advisors’ keen financial knowledge and attention to detail will help you work toward financial freedom on your terms, whether you’re seeking it for yourself, your family, or your business. No matter where you are in the United States–Texas, Florida, California, Ohio, Georgia, Indiana, New Jersey, or New York–we are here to empower your livelihood.



A proper financial plan is critical to managing and taking control of your personal finances. Not only do we help you obtain protection through insurance, but we also collaborate with you in goal setting, making wise investment choices, money management, and more.



As the cost of a college education continues to rise, effectively outpacing the rate of inflation, it is becoming increasingly out of reach for many parents to send their kids off to university unless they plan ahead of time. For such an important and long term goal, it pays to do some research when selecting a plan. Not to mention, many questions begin to rise about the best ways to save while in the planning and researching process. Don’t worry, though; our financial advisors are right here to guide you in planning for the financial wellbeing of your family by building a valued relationship and working toward eliminating uncertainty.


Business Owners

It’s no secret that growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations. Not to mention, a business’s profit is dependent on how effectively the company creates products or services, manages its employees, and develops and cultivates client relationships. With so many factors affecting your company’s profitability and finances playing a large role in it, it’s a great idea to work with our experienced financial advisors. We will take a look at your business’s financial standing and work together to understand what your goals are. We can assist with the financial management of your company, while simultaneously attracting and retaining the talent that will help make your business successful.

Pangea Financial Group is Your Financial Advisor for Life 

Headquartered in Texas and Florida and serving clients nationwide, we exist to better serve your and/or your business. If you’d like to feel more financially free, please contact us. We would be more than happy to help.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herin or any information contained in any link provided herin. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1) Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Pangea Financial Group

Our financial advisors provide employee benefits plans, insurance analysis, financial planning, investment management, and financial consulting.


Contact Us