Investor Spotlight: Perkins & Associates Financial Group — Guiding Growth, Strengthening Futures

Since its founding in 2004 as a one-person operation, Perkins & Associates Financial

Group has grown into one of Surry County’s most trusted partners in health insurance and

benefits consulting. What began as a small, service-driven firm has grown into a dynamic

two-division organization led by Julie Perkins, who oversees the Group Benefits Division,

and Greg Perkins, who leads the Individual & Family Benefits Division, both supported by

an exceptional team dedicated to helping individuals, families, and businesses make

confident decisions in an ever-changing healthcare landscape.

A Firm Built on Growth, Expertise, and Personalized Support

Perkins & Associates Financial Group specializes in helping clients navigate the complex

world of healthcare benefits, including the Affordable Care Act, as it relates to individuals

and businesses, and today’s evolving insurance environment. Their team works closely

with clients to simplify regulations, maximize coverage, and control costs, delivering clear,

personalized guidance tailored to each unique situation.

Through their Group Benefits Division, Perkins & Associates Financial Group serves

businesses of all sizes, with as few as two eligible employees. Whether companies are

fully insured or self-funded, the team brings expertise in navigating both structures to

design benefits strategies that meet organizational goals and employee needs.

Alongside this, the Individual & Family Benefits Division provides comprehensive support

for individuals and families at every stage of life, ensuring access to the best coverage

options available in a constantly shifting marketplace.

What truly sets Perkins & Associates Financial Group apart is their breadth of knowledge

and versatility across both divisions. Rather than offering one-size-fits-all solutions, their

team evaluates the full range of available options to provide personalized

recommendations that best serve each client. This ability to look across plans, providers,

and structures allows businesses and individuals alike to feel confident they are receiving

the most effective and flexible benefits solutions possible.

This client-first philosophy, paired with deep industry expertise, has been the driving force

behind the firm’s steady growth over the past two decades.

Rooted in Service, Dedicated to Community

As their footprint has expanded, Perkins & Associates Financial Group has remained

grounded in its small-town values: integrity, personal connection, and a genuine

commitment to the wellbeing of the community.

Their investment in the Surry County Economic Development Partnership reflects this

commitment. By supporting major local initiatives, talent development efforts, and

strategic growth projects, Perkins & Associates Financial Group helps strengthen the

region they proudly call home.

Their belief is simple and powerful — when local businesses invest in local progress, the

entire community rises.

Strengthening Surry County, One Client at a Time

Today, Perkins & Associates Financial Group stands as a testament to what focused

service, steady leadership, and community-minded values can achieve. Their team works

every day to ensure clients feel informed, protected, and supported as they make

important healthcare and financial decisions.

Surry County is proud to spotlight a company that not only guides individuals and

businesses through complex benefits decisions but also works alongside the community

to build a stronger, more resilient future.