A complete list of active advisors currently associated with CBG & Company, Inc.
Warmer can help you find a great advisor at CBG & Company, Inc. or one who fits your needs even better.
CBG & Company, Inc. is a registered investment adviser that serves individual clients (including high-net-worth households) and pension and profit-sharing plans, managing roughly $270 million in client assets with a small advisory team. The firm provides discretionary and non-discretionary portfolio management alongside modular financial planning and pension consulting services. Investment strategies are tailored to each client's suitability profile and typically combine fundamental and technical analysis with a long-term purchase orientation, ongoing monitoring, and periodic rebalancing. The firm acts as a fiduciary for retirement accounts and delivers ERISA-focused plan services such as plan-level fund selection, participant education, and performance monitoring. What is distinctive about CBG is its integration of accounting and practice-consulting services with wealth management: the firm offers in-house accounting (tax preparation, bookkeeping, IRS representation, and ongoing accounting) and specialized consulting for dental practice transitions and succession. Additionally, some personnel are licensed insurance agents and may offer commission-based insurance products separate from advisory services.
To learn more about the advisors currently working at CBG & Company, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fishers, IN
| 24
| |
Fishers, IN
| 18
| |
Clearwater, FL
| 17
|
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