Pangea: Your Financial Planner for Life
Headquartered in Texas and Florida and serving clients nationwide, Pangea Financial Group believes that detailed planning is the key to financial security. Once we get to know your needs as an individual and/or as an employer offering employee benefits, we will develop a comprehensive plan of action that helps you work toward your goals and can be easily adapted as your finances change.
#1
Independent Broker/Dealer
In the United States*
7 Million
Client Accounts Serviced**
$1 Trillion
Brokerage & Advisory
Client Assets**
*As reported by Financial Planning Magazine, June 1996 - 2021, based on total revenue.
Our Employee Benefits & Financial Services
As you grow your money, life can become a bit more complicated, which means you have to plan for a lot more than you probably expected.
In addition to offering financial planning services, we also offer employee benefits planning.
Free Preliminary Financial Analysis
If you’re ready to take control of your finances, Pangea can perform a preliminary analysis of your finances to determine how to best help you work toward your financial goals.
Free Employee Benefits Analysis
As an employer providing employee benefits, you must act in accordance with ERISA Law. We work with you to help you stay compliant and assist in drafting an employee benefits plan that is in the best interest of your employees.
Pursue Financial Freedom With Pangea
Financial freedom may seem distant, but Pangea is committed to helping you manage your finances, offer excellent employee benefits, and empower you to live the life you’ve always wanted to by building trust, being diligent, and acting with integrity at all times.
Clients’ Success Stories
Columbus-based Company Achieves $110,000+ Annual Savings
California-based Company Achieves $120,000+ Annual Savings
Florida-based Engineering Firm Achieves $23,000+ Annual Savings
Knowledge Base
As your financial advisors, we understand the importance of accessing your information at all times and understanding our recommendations. Our knowledge base is complete with valuable tips and client portal support, should you need it.