America’s Best TAMPs Showcase - Flipbook - Page 48
2026 AMERICA’S BEST TAMPS
TM
THE PACIFIC
FINANCIAL
GROUP, INC.
New business contact:
Brooks Marston
EVP, National Sales
Phone: (425) 658-1698
Email: brooksm@tpfg.com
Website: www.tpfg.com
Megan Meade
Chief Executive
Officer, Founding
Managing Member
CONTACT
The Pacific Financial Group, Inc.
1920 Adelicia St, Ste 500, Nashville, TN 37212 • www.tpfg.com
At TPFG, we aim to make financial professionals champions for their
clients by providing innovative strategies for portfolio management and
comprehensive support, including SDBA navigation, asset management
integration, and digital onboarding, all leading to exceptional advisorclient relationships. We give you something different, a boutique-like
experience where your success matters to us. We offer many solutions
that fit together naturally, including your client’s workplace retirement
account as part of their entire financial picture.
Megan Meade, CEO of TPFG,
has been a driving force behind
the firm’s innovation since
the early ’90s. Founded in the
Pacific Northwest in the mid’80s, TPFG initially focused on
helping small businesses and
entrepreneurs establish group
401(k) plans and managed
accounts. Megan joined the
firm after college, wearing
many hats to grow the RIA.
Noticing her friends with 401(k)s
lacked access to quality advice
due to asset minimums, she
explored solutions under ERISA
provision 404(c).
This led to the creation of
TPFG’s first mutual funds
in 2007 called single-ticker
models (STMs) offering
personalized investment
options for retirement plan
participants. As demand
grew, TPFG expanded its STM
solutions in 2017, introducing
innovative technology to build
risk-budgeted portfolios.
Further STM advancements
followed in 2020 along with
a proposal tool, and digital
onboarding in 2023.
Megan’s vision has
transformed TPFG into a multibillion-dollar TAMP, empowering
advisors with holistic “in-plan”
and “non-plan” solutions.
Her commitment to serving
others and solving problems
remains the foundation of
TPFG’s culture, innovation and
continued success.
Our platform provides advisors with levels of Signature and Pacific
Partner service to go along with a wide range of investment solutions
for every type of account. We are expanding these offerings with our
latest unique innovations for this space coming mid-2026.
Our tech stack includes an interactive digital portfolio building and
proposal system called RiskPro® and a Guided Paperwork Solution
(GPS) for easy digital client onboarding and servicing.
Envision TPFG as your reliable ally, dedicated to expanding your practice,
optimizing your time, and helping your clients reap the benefits of success.
• Boutique Experience: Personalized service for advisor success.
• Holistic Solutions: Integration of all workplace retirement accounts.
• Flexible Service Levels: Signature and Pacific Partner service levels.
• Innovative Technology: Complimentary risk management and digital
onboarding.
• Practice Growth: Concierge sales support for practice management.
• Future-Ready Innovations: New offerings launching mid-2026!
TPFG pioneered and continues to be the leader of innovative management
of “In-Plan” retirement assets, allowing advisors to manage every piece of
their client’s financial life.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
CUSTOMIZED PORTFOLIOS
ACCOUNT REBALANCING
MARKETING SUPPORT
ALTERNATIVE INVESTMENT
PLATFORM
MODEL MARKETPLACE
BEHAVIORAL FINANCE TRAINING
PRIVATE LABELING
CLIENT-FACING
PERFORMANCE REVIEWS
RESEARCH & DUE DILIGENCE
CLIENT PORTAL
RISK MANAGEMENT TOOLS
CUSTODIAN AGNOSTIC
UNIFIED OR SMART BILLING
PRODUCTIVITY
48
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Brooks
Lincoln Ross Julie Mochan
EVP,
President,
Marston
Strategic
EVP,
TPFG
Solutions
National Sales
Type of program: Turn-Key
Asset Management
Total assets in program:
$5.4 billion (as of December
15, 2025)
Year program began: 2007
Managers on platform
vetted: Yes
Managers GIPS®
compliant: Most
Types of products available:
In-Plan and Non-Plan
Investment models built with
multi- manager, multi-mandate
single ticker models (STMs)
Platform tracks client
holdings: Yes
Program compatible for:
RIAs, B/D, and IARs
Optimized for tax trading
efficiency: No
Sleeve-level reporting: Yes
Program links to a trade
execution or order
management system: TPFG
does trading
Proposal / IPS: Yes
Asset allocation
methodologies: Quantitative,
Technical and Fundamental
resulting in “Rational Analysis”
We allocate Strategic, Tactical
and Diversifier styles using
Active and Passive underlying
manager types.
