Our Company

Firm Overview

Since 1974, Pilkington Financial Group has provided independent, comprehensive financial guidance to over 500 families across America. As a family-owned firm that's never been sold or rolled into a larger corporation, we understand the value of legacy, independence, and long-term relationships. Led by equal partners Curt Pilkington, Shanan Doherty, and Derek Pilkington, CFP®, we combine over 80 years of experience with modern planning strategies to help you navigate retirement, wealth transition, and life's most important financial decisions. We pride ourselves on our family values, authenticity, and ability to listen and understand individual needs and goals. We know finances are the capstone of one’s life and we customize your plan with that in mind.

Mission Statement
Our mission is to provide clients with confidence in their overarching financial plan and empower them to pursue their goals, helping ensure that their financial future, retirement, and eventual wealth transition are exactly as they envision them. 

Investment Philosophy
Our value as a firm comes from the financial plan, not the investment selection. We focus on our clients' overarching financial plan and then implement investment strategies designed to meet specific plan goals.