About the Company

PPG Financial is a leading company providing first-class wealth management and consulting services across various industries. We apply a holistic approach and pay maximum attention to meet each client's financial need and exceed the expectations. Each situation is unique and our expert advisors strive to create a proper strategy that brings the right balance to your asset mix.


Reasons that guarantee your success

We help thousands of clients all overthe world resolve their toughfinancial issues.

We provide professional servicesfor both businesses andindividuals.

Our experts are experienced across a diverse variety of industries.

Mission & Values

We focus on our mission based on our values daily. Since our foundation, we have been driven by a goal to ensure that our clients get the stable financial future.

We are dedicated to client satisfaction and strive to make a positive financial difference in our customers' lives. We provide first-class services and the best solutions to deliver sustainable financial results.


Ralph Rose founded PPG Financial in 1992 with the only mission in mind – to help other companies, entrepreneurs, and individuals reach their financial objectives and stay confident about their future. Throughout our history, we have remained stuck to our vision of putting our clients first. Over the years, our company has expanded its services in different countries but we think that our main challenges are still ahead.


Start with a small service

Ralph Rose establishes Financial Advisory Company.


10 employees

We celebrate our first success – our team grew to 10



The corporate name changes to PPG Financial.


NISE membership

PPG Financial becomes a member of the NISE.


New office in Chicago

We start to capture the American market!


1-millionth account

PPG Financial records its 1-millionth client account. By year-end, client accounts reach 1.2 million with client assets of $7.6 billion.


120+ employees

We celebrate our success and expand our financial consulting services.

PPG Financial in Numbers

15, 900

Successful business cases


Client retention rate driven by performance results


Millions revenue in 2015


R&D Leader in Tech photo

Life and Pensions Adviser Firm of the Year 2015

R&D Leader in Tech photo

The Professional Adviser Awards (2019)

R&D Leader in Tech photo

Best Practice Adviser Awards (2014)

R&D Leader in Tech photo

Wealth & Money Management Awards 

Key Clients



Company news
February 20, 2018

CFO of the Year: Ann Perry

As CFO and COO of PPG Financial Company, Ann Perry handles a lot, from finance to operations, administration to human resources. 

Market insights
February 08, 2018

Comfortable Retirement Planning

All people work hard for decades and want to be able to travel or pursue different expensive hobbies after retirement. Such people need to work with a financial planner to make it possible to... 

Market insights
 January 22, 2018

Best Places to Work for Financial Advisors

The Best Places to Work for Financial Advisors program identifies financial advisory companies which give their employees...

Market insights
December 12, 2018

How to Create a Killer Pricing Strategy

Americans usually expect a comfortable retirement. After forty years of working in the office or a plant, sometime in their 60s, they would...

Office Location


45 Park Ave New York, NY 10016


Monday-Friday: 8 am – 6 pm