PFS Group strives to provide the highest level of investment advice available

Firm History

For more than two-and-a-half decades, James J. Puplava, President and Founder, has directed PFS Group toward one paramount goal:  to provide the highest level of sound investment advice available.

In 1985 Jim Puplava left a successful career at a large money management firm to establish his own investment/money management firm, Puplava Financial Services, Inc (PFS), a registered investment advisor. His plan was to offer a more personal approach to providing investment solutions to his clientele.

A big believer that "the educated investor is a wise investor," Jim Puplava pioneered financial seminars in the early '80s in San Diego County. Although Jim no longer gives public seminars, his clients benefit from his widely-attended, annual Client Only Meeting. In 1987 Jim debuted Financial Sense® Talkradio (now broadcasting as the Financial Sense Newshour podcast) in San Diego, taking calls from listeners wanting advice about how to handle their financial challenges. A decade later, he brought his writing and his radio show to a worldwide audience through our free educational website, Financial Sense online (FS) in 1997.

In 1996, believing that his brokerage clients deserved a wider range of investment opportunities as well as better trade execution and service, Jim founded Puplava Securities, Inc (PSI), member FINRA/SIPC, an independent broker/dealer offering full brokerage services through National Financial Services LLC, a Fidelity Investments Company. In 2009, Jim expanded the services offered through PSI to include bullion and coin purchase, sale, and storage services.

Today PFS Group provides financial services to over 750 clients with over $400 million in client assets, of which approximately $340 million are fee-based managed accounts under Puplava Financial Services, Inc.* A staff of 9 committed individuals contribute to the team effort in providing excellent advice and service.

* As of December 31, 2013. Account values fluctuate with market conditions.


INVEST WITH US

If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


Three companies sharing the same vision
At PFS Group, we are committed to helping you build, maintain, and preserve your wealth