A complete list of active advisors currently associated with Adviser Financial Group, Inc

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

Adviser Financial Group, Inc provides fee-only financial planning and investment advice primarily to individual clients, covering services such as cash flow and retirement planning, tax and estate review, and investment recommendations. The firm operates as a solo practitioner and is not accepting new clients, although it will provide limited, time‑bound assistance to beneficiaries of deceased clients. The firm’s investment approach centers on strategic asset allocation and a “buy & hold” philosophy tailored to each client’s risk tolerance and liquidity needs, with reviews generally conducted at least annually. Adviser Financial Group does not provide continuous discretionary portfolio management; trades are implemented only with client approval and, when authorized, under a limited power of attorney, and engagements may be billed by retainer (including asset‑based retainers), hourly rates, or fixed fees depending on the arrangement. Noteworthy operational features include managing roughly $168 million for about 100 clients as a single‑advisor firm, a documented continuity plan that includes a tested “nuclear report package” for adviser health crises, and amended client agreements addressing fee refunds in extreme health events (clients are informed that continued prepayment constitutes acceptance). The adviser holds the CFP® designation, the firm accepts no commissions or product sales, and it is deemed to have custody only through client fee‑deduction and standing authorization practices with specified safeguards.

To learn more about the advisors currently working at Adviser Financial 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.