A complete list of active advisors currently associated with 994 Group

Warmer can help you find a great advisor at 994 Group or one who fits your needs even better.

994 Group provides investment management, financial planning, and business consulting to individuals, high‑net‑worth clients, trusts, and small businesses. The firm offers both discretionary and non‑discretionary portfolio management and also facilitates relationships with third‑party money managers when appropriate. The firm’s investment approach combines a belief that capital markets are largely efficient with Fundamental Analysis and Modern Portfolio Theory to construct diversified portfolios using mutual funds and ETFs, with periodic rebalancing and regular account reviews. For certain high‑net‑worth clients 994 Group may recommend separate‑account sub‑advisory management and maintains an approved roster of third‑party managers to implement specialized strategies. Distinctive features include a small advisory team (two advisors) managing roughly $245 million in client assets, and an explicit sub‑advisory arrangement with Dimensional Fund Advisors for separate‑account management. The firm also provides business consulting services (marketing, leadership, and financial consulting), requires clients to custody assets at Charles Schwab, and uses standing letters of authorization for some client distributions, a practice that creates constructive custody and affects operational processing.

To learn more about the advisors currently working at 994 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.