A complete list of active advisors currently associated with Asset Protection Group

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

Asset Protection Group provides investment advice primarily to individual clients, including high‑net‑worth and non‑HNW households, through discretionary asset management, financial planning, and consulting. The firm implements client programs largely via third‑party sub‑advisors and money managers (including Virtue Capital Management, Gradient Investments, and Triad Wealth Partners) and also offers public seminars and workshops on investment topics. The firm’s process begins with a documented assessment of goals, risk tolerance and an investment policy statement, and it uses fundamental, technical and cyclical analysis to guide portfolio selection and monitoring; accounts are reviewed at least quarterly and management is generally discretionary. Financial planning work covers cash flow, estate, tax and insurance analysis and is delivered within the timelines disclosed in the brochure, while sub‑advisors maintain the agreed model strategies and execute trades for client accounts. Noteworthy distinctions include disclosed past regulatory and arbitration matters involving the firm’s principal (an administrative settlement related to insurance conduct in 2012 and a client arbitration settled in 2014), which the brochure documents. The firm also has material affiliated activities uncommon among peers — the principal and other supervised persons act as licensed insurance agents and the firm sells precious metals, and APG receives referral and fee‑sharing arrangements with third‑party managers; the brochure describes disclosures and procedures intended to address those conflicts.

To learn more about the advisors currently working at Asset Protection 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.