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Our Purpose

Pegasus Financial Planning, LLC is a team of experienced financial advisors dedicated to empowering individuals and families to achieve their financial goals through personalized financial planning. We believe that financial success is not just about numbers, but about understanding your unique needs and aspirations.

Our Firm

Based in King of Prussia, Pennsylvania, our firm provides comprehensive financial planning services to individuals, families, businesses, and professionals. We are committed to providing individualized attention, clear communication, and exceptional customer service throughout the planning process.

Our History

Our founder, Ty McGilberry, established Pegasus Financial Planning, LLC in 2015 with a vision of providing accessible, client-centered financial planning to the community. The firm has grown steadily through referrals and word-of-mouth, focusing on building lasting relationships with clients.

Our Mission Statement

Our mission is to empower our clients to achieve financial security and live fulfilling lives by:

  • Understanding their unique goals and challenges
  • Developing personalized financial plans
  • Communicating clearly and regularly
  • Supporting clients throughout their financial journey

Our Philosophy & Creed

We believe in:

  • Client-Centered Planning: Your needs and goals are our top priority.
  • Transparency & Integrity: We are committed to open communication and ethical practices.
  • Empowerment: We guide you, but ultimately you are the driver of your financial success.
  • Long-Term Relationships: We are invested in building lasting partnerships with our clients.

Our Process

Our planning process is tailored to each client's needs, but it typically involves:

  • Gathering and reviewing your financial information
  • Identifying your goals and risk tolerance
  • Developing a customized plan with specific strategies and milestones
  • Implementing and monitoring your progress over time

Who We Serve

We serve a diverse clientele including:

  • Individuals and families
  • Business owners
  • Attorneys and engineers
  • Retirees and pre-retirees
  • Healthcare professionals
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