ABOUT US
Our Story
PGB Advisory was created to move beyond the traditional tax preparation-focused CPA model. We built a tech-forward firm to replace reactive compliance with clearer visibility, proactive planning, and ongoing advisory support. Our goal is to combine modern tools and professional judgment to help clients stay informed, prepared and confident throughout the year.
SERVICES
Tax Preparation
Our trust services are designed to safeguard and manage your assets effectively, ensuring your financial security and peace of mind.
Tax Advisory
With our estate planning expertise, we help you plan and manage your estate to ensure a smooth transfer of wealth to future generations.
Bookkeeping & Payroll
Our investment consulting services are aimed at optimizing your investment portfolio to align with your financial goals and aspirations.
PHILOSOPHY
Our Approach
We believe great advice is built on clarity, trust, and consistent communication—not last-minute decisions. Every client’s financial life is personal, and our role is to provide thoughtful, reliable guidance that supports confident decision-making throughout the year. Our approach is grounded in responsiveness, insight, and a commitment to helping clients feel informed and supported at every step.
CLIENT STORIES
''As a high-net-worth individual, I have found B. Anastasio's services to be exceptional, offering personalized financial solutions that have significantly optimized my investment returns.''
John Doe
''I highly recommend B. Anastasio for their expertise in estate planning. Their comprehensive approach ensured that my wealth is preserved and passed down seamlessly to the next generation.''
Jane Smith
''The team at B. Anastasio has been instrumental in guiding my investment decisions, aligning them with my charitable goals. Their holistic financial planning approach has been invaluable.''
Michael Johnson
CONTACT US
Get in Touch Today