A complete list of active advisors currently associated with AZTEC Financial Group, LLC

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

AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high‑net‑worth individuals, with a focus on retirement planning and goal‑oriented strategies. The firm itself does not hold custody or directly manage client assets; investment implementation and portfolio management are offered to clients through the firm’s advisor in separate capacities at an unaffiliated broker‑dealer and SEC‑registered investment adviser. The firm’s approach centers on individualized, relationship‑based planning and financial behavior as the foundation for recommendations, aiming to align clients’ spending and long‑term objectives. When investment products or ongoing management are appropriate, the advisor considers each client’s needs in recommending an implementation platform and may refer clients to his separate brokerage or advisory arrangements for execution and supervision. Noteworthy distinctions from many peers include that the advisor is also licensed as an insurance agent and may receive commissions on insurance sales, and the firm does not use percentage‑of‑assets‑under‑management fees or accept custody — instead offering flat‑fee planning engagements. The advisor’s multiple roles (planner, insurance agent, and separately registered broker‑dealer/SEC adviser representative) create potential conflicts of interest that the firm discloses and addresses through its code of ethics and fiduciary obligations.

To learn more about the advisors currently working at AZTEC Financial Group, LLC, 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.