A complete list of active advisors currently associated with 77 Financial Group

Warmer can help you find a great advisor at 77 Financial Group or one who fits your needs even better.

77 Financial Group serves individuals — including both high-net-worth and non-high-net-worth clients — as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides fee-based investment advisory and financial planning services, discretionary portfolio management, and pension consulting that includes participant fiduciary advice and standardized asset allocation guidance. The firm manages portfolios on a custom, discretionary basis using a tactical allocation approach intended to reduce risk and pursue improved performance, employing fundamental, technical, and cyclical analysis across equities, fixed income, mutual funds, options and other instruments. 77 Financial Group’s strategies may include margin transactions and option writing, and the adviser may use cash positions as hedges or recommend sales for tax harvesting and rebalancing when appropriate. Compared with many peers, the firm integrates tax and accounting services into its advisory business through a separate doing-business-as practice and maintains a CPA on staff, and it offers educational seminars and pension-participant education as part of its pension consulting. 77 Financial Group also publishes a subscription newsletter available to clients and non-clients, a combination of features — newsletter subscriptions, an accounting affiliation, use of borrowing in managed accounts, and formal educational offerings — that is less common among similarly sized supported advisory firms.

To learn more about the advisors currently working at 77 Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.