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At PMG, we leverage our experience and knowledge to help clients pursue their financial and retirement goals. For more than 18 years, firm founder Fred Middleton has been working for each of his clients. His mission is to educate and motivate clients to take action with their financial lives and pursue their greatest goals. Beyond offering clients ongoing education, he also teaches courses on retirement planning throughout the year at a local university.

Meet our team of professionals serving clients in the greater Montgomery, Alabama area and throughout the southeast:


As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience, Fred Middleton specializes in offering comprehensive financial planning to clients.

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Jan McDougald

Director of Client Services


Jan McDougald is the Director of Client Services, ensuring the firm’s operations run smoothly on a day-to-day basis and handling all client requests.

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