premierfinancialgroup-logopremier_logo_trinity Helping Families Multiply, Manage and Enjoy Wealth

About Us

Premier Financial Group, Inc. was founded in 1988 by Brian H. Grant, CLU, ChFC, MSFS, CFP.  Premier started as an insurance and investment product provider and later expanded its operation to include the sales and service of employee benefits and property casualty insurance (auto, home, and business). Some of our advisors have been serving the financial needs of their clients in the Philadelphia area for over 30 years. The firm currently provides insurance solutions for over 2,000 clients and manages over $100 million of clients assets.

In 2000, Brian joined with two other offices to form Trinity Financial Partners.  Our affiliated sister firms in Wayne & Lehigh Valley, Pennsylvania and Ontario, California are independently owned yet we share a common philosophy of client service and one brand. Those whom we serve benefit from cutting edge idea sharing among the firm Principals and our combined resources. We provide our clients with sound advice, as well as access to financial and intellectual capital, regulatory compliance support, and advanced technology solutions.

We offer our clients:

  • Personal attention

    We strive to get to know you well so we can develop a relationship built on mutual trust. We enter every client meeting with an open mind, prepared to listen so that we can get to the core of your needs and desires. We pride ourselves in having several clients who have been with us for decades. In fact, most of our new clients find out about us through referrals.
  • Customization

    As an independent firm we have the freedom to find financial vehicles to help meet your needs.
  • Financial Education

    Premier believes it is not only a service, but also our duty to provide financial education to the public. We have held several educational seminars throughout the community, including topics such as Retirement Planning, Risk Management & Social Security. These seminars are customizable. If you are interested in using our advisors for a speaking engagement, you may contact our office:
  • Innovative Approaches

    The financial industry is constantly changing. We strive to stay ahead of the curve to offer you the appropriate solutions available.
  • Comprehensive Services

    In addition to investment and retirement planning, Premier also offers a multitude of insurance products. These services include but are not limited to life, health, disability, long term care, home, auto, and business.
  • Strategic Partnerships

    We have a partnership with NFP, the largest national organization of independent insurance and financial professionals who are committed to the highest standards of professionalism. More than 300 top firms are part of the NFP network of affiliated firms. This partnership allows us to provide you with a broad range of products and services.
  • Wealth Management Planning System

    Clients now have the opportunity to utilize our Wealth Management Planning System which provides you with a personalized website that provides a holistic view of your complete financial situation.  All accounts are aggregated together and updated every night (including accounts held outside of Premier Financial Group).  This secure system also includes an electronic vault for you to store important documents such as Passports and Wills.  Check out the Premier Financial Group Wealth Tracker Demo.  *This service is included for clients who select to participate in our advanced planning level.

Check out our Wealth Management Planning Video


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Premier Financial is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Premier Financial is not affiliated with Kestra IS, Kestra AS, or NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.