ABOUT

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Don Avgerinos

Don Avgerinos, CBC, CEP®, RICP®, CFS® , NSSA®

Spectrum Financial Group, Inc

Take a minute to get to know our founder, through his accomplished background, and love of serving his clients, and the community around him.

Don Avgerinos, CBC, CEP®, RICP®, CFS® , NSSA®is the President and CEO of Spectrum Financial Group, Inc., a financial services firm that focuses on helping individuals make better decisions about their financial goals.

Don is an Investment Advisor Representative with Ellis Investment Partners, LLC. He earned the Chartered Benefit Consultant (CBC) designation from The National Association of Alternative Benefits Consultants (NAABC) in 2008. Don Avgerinos also earned his Certified Estate Planner (CEP) designation from the National Institute of Certified Estate Planners in 2009. In 2014 Don earned the Retirement Income Certified Professional (RICP ) designation at The American College of Bryn Mawr, PA, and in 2016 he earned the Certified Fund Specialist (CFS) designation from the Institute of Business & Finance. In 2018 Don achieved National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati. The program is the gold standard in Social Security certification and training in the nation.

Don Avgerinos has developed strategic relationships with attorneys and CPAs in order to enhance his holistic approach to financial and estate planning.

In addition to being an influential leader in the brokerage community, Don Avgerinos is also committed to supporting the local community. Don teaches financial educational workshops in local universities and colleges and he volunteers in his community as a Fire Fighter and First Responder. Don lives in Kimberton, Pennsylvania with his wonderful wife and two fantastic children.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.