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Managing Challenges Together

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that PS&G Financial Partners is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on PS&G Financial Partners at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy. Let us know if we can help in any way at 615-846-3322 or

Creating Confidence for your Financial Journey

PS & G Financial Partners prepares you for all life’s possibilities by providing protection, savings and growth strategies designed to accomplish your most important financial goals.

Our Team

We create strategies that are tailored to your needs and goals.

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Our Process

Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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Free "Retire Happy" Ebook!

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Brentwood Office

214 Overlook Circle Suite 120
Brentwood, TN 37027
Phone: 615-846-3322


Birmingham Office

1 Perimeter Park S Suite 100S
Birmingham, AL 35243
Phone: 205-776-6651


Lexington Office

139 W. Short St.
Lexington, KY 40507
Phone: 859-971-9479