Who We Are

At Principal Advisory Group, we believe that financial clarity is the foundation of long-term success. Founded in Covington, Louisiana, by Grant Simon, our firm was built with one purpose in mind: to empower individuals and families to take control of their financial future with confidence, strategy, and purpose.

With over 6 years of industry experience and a deeply client-centered approach, we specialize in providing personalized financial strategies that reflect not just your numbers — but your goals, lifestyle, and vision for the future. Whether you're saving for retirement, looking to reduce your tax liabilities, planning your estate, or seeking to grow your investments wisely, we are here to guide you every step of the way.

As a boutique advisory firm, we prioritize depth over volume. Our team works closely with a select group of clients to ensure every financial plan is built with precision and maintained with care. We don’t believe in one-size-fits-all advice — instead, we craft bespoke strategies supported by experience, insights, and a strong commitment to your long-term success.

Our Mission

To provide honest, actionable, and personalized financial guidance that leads to measurable results and lasting peace of mind. We aim to simplify the complex, inspire confidence, and build meaningful client relationships based on transparency and trust.

Meet Grant Simon

Grant Simon, the founder of Principal Advisory Group, combines financial expertise with a genuine passion for helping others succeed. His hands-on approach, attention to detail, and deep knowledge of investment and tax strategies make him a trusted guide for clients across Louisiana and beyond. Grant believes that financial planning is not just about numbers — it’s about people, and the legacies they want to leave behind.