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

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

Basile Financial Group serves individuals, high‑net‑worth clients, trusts, and business entities, providing discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm delivers tailored analyses of clients’ initial situations and conducts periodic account reviews while managing portfolios on a fee basis. The firm generally employs a buy‑and‑hold, passive approach using mutual funds and exchange‑traded funds, building portfolios to reflect each client’s objectives, time horizon, and risk tolerance under discretionary authority. Financial plans and recommendations are documented and delivered within stated timeframes (typically up to 90 days when documentation is timely), and account reviews occur at least quarterly or more frequently as market conditions dictate. Distinctive features include an affiliated accounting and tax‑preparation practice operated by the firm’s principals, through which clients may be offered tax and accounting services; the firm discloses and seeks to mitigate the resulting conflicts and allows clients to engage other providers. The firm’s regular offering of low‑cost public seminars and workshops is also uncommon among peers and is used as an educational channel rather than for providing individualized investment or tax advice.

To learn more about the advisors currently working at Basile 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.