A complete list of active advisors currently associated with Accordant Advisory Group, Inc.

Warmer can help you find a great advisor at Accordant Advisory Group, Inc. or one who fits your needs even better.

Accordant Advisory Group provides investment advisory and financial planning services to individuals and high-net-worth clients, and also serves pension and profit-sharing plans, charitable organizations and corporations. Its service menu includes individualized portfolio management delivered through the Raymond James Ambassador wrap-fee program, written financial plans, and ERISA retirement plan consulting. The firm constructs portfolios using individual stocks, ETFs, actively managed and index mutual funds, fee-based index annuities and individual fixed income securities, and manages accounts on a discretionary or non-discretionary basis with periodic portfolio reviews. Financial planning engagements are developed from in-depth client interviews and result in a written plan, while ERISA services are provided as 3(21) advisory consulting with the plan sponsor retaining final investment decisions. Compared with many peers, Accordant is notable for advising clients within a sponsored wrap-fee program administered by Raymond James and for an affiliation with insurance activities; the firm discloses that its principal is licensed to sell insurance products and may receive separate commission compensation and maintains policies to address the resulting conflicts. The firm operates with a compact advisory team overseeing roughly $278 million in client assets, uses Raymond James for custody and execution, and has documented procedures for standing letters of authorization and related SEC compliance safeguards.

To learn more about the advisors currently working at Accordant Advisory Group, Inc., 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.