Compass Financial Group
PM Financial Group, INC, based in Dublin, OH, was established in 1990 by D. Lee Pickering and Gary Swisher, both seasoned financial services professionals in Central Ohio. With a team of nearly 50 associates, the firm manages over $500 million in client assets and provides comprehensive financial services, including portfolio management, advisor mentoring, and brokerage partnerships.
Committed to client success and protection, PM Financial Group boasts nearly $2 billion in life insurance death benefits for their clients. The firm prioritizes ongoing education for their advisors, many of whom hold prestigious professional designations and industry accolades, ensuring top-notch service and expertise for their clientele.
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