Our firm, PGR Solutions, LLC, was founded in 2002, but our roots reach decades into the past. Our original firm was formed in 1983 when two established companies—one founded in 1969 by William Pihl and the other in 1976 by Dave Roberts and Dan Gutierrez—joined forces to offer actuarial consulting and employee benefit plans.
Today our firm is a fee-only Registered Investment Advisory firm serving individuals, couples, small businesses, and financial advisors throughout the West Coast. What has not changed is our focus on relationships. Not only are our founders still with the firm, but we are committed to long-term relationships with our staff and our clients. In fact, that is what we look for in new clients: someone we can work with throughout their career and retirement. It is in helping them reach their goals over the long term that we find our work to be most successful and gratifying.
The PGR Mission
We have done things differently from other advisory firms since our founding. Our mission is fourfold:
We seek to liberate you from the stress of financial concerns through personalized life planning. We want you to feel confident that we will be there for you through all of life’s changes.
We want you to understand the financial strategies we employ and why. We take the time to educate you about your money and investments, breaking down complex concepts into plain English.
We strive to build relationships that last a lifetime because we believe that is how we can best achieve the returns you need to meet your life goals.
It is our heartfelt belief that if we work through the first three tenets of our mission together, a successful life is sure to follow—a success measured by nothing less than the ability to live your life with purpose and passion. We do not want you to simply live—we want you to flourish!