A complete list of active advisors currently associated with AG Financial

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

AG Financial provides fee-only investment supervisory and consulting services to individuals (including both high‑net‑worth and non‑HNW clients), businesses, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Services described in the brochure include development of client‑specific strategic asset allocation plans, manager due diligence, investment implementation, ongoing monitoring, rebalancing, and regular performance reporting. The firm’s investment approach emphasizes broadly diversified portfolios and a systematic strategy guided by individualized Investment Policy Statements that consider risk tolerance, time horizon, tax considerations, and liquidity needs. AG Financial sources and evaluates third‑party managers (including manager site visits and third‑party research), and implements both long‑term and short‑term strategies while accommodating alternative exposures, such as investments in partnerships focused on real estate and oil and gas interests. A distinguishing feature noted in the brochure is that AG Financial provides portfolio management for pooled vehicles—a service that includes work with pension and profit‑sharing plans (selection of plan investment options, evaluation of Qualified Default Investment Alternatives, and participant education) and oversight of partnership investments. The firm also discloses that its representatives are licensed insurance agents and registered representatives of an independent broker‑dealer, a relationship the brochure identifies as creating potential commission conflicts that the firm says it manages through disclosure and adherence to its fiduciary obligations.

To learn more about the advisors currently working at AG Financial, 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.

Name	Location	Years of experience
Aaron Graham	Salt Lake City, UT	27
Gregory Oda	Salt Lake City, UT	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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