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

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

Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, corporations and other business entities. The firm works with a broad client base and may advise on held‑away assets and private securities as part of its planning and implementation services. CFG’s investment process couples a multi‑disciplined, hands‑on financial planning approach with discretionary portfolio management; strategies begin with a flexible asset allocation that the firm adjusts based on market views and client circumstances and may blend active and passive vehicles. The firm also uses third‑party sub‑advisers and platform providers, monitors those relationships on an ongoing basis, and conducts at least annual reviews with clients to reassess objectives and risk tolerance. Notable differences from many peers include the firm’s involvement with insurance and annuity products: some advisory professionals are licensed insurance agents who may receive commissions, and CFG has a master advisory arrangement with Mutual Securities, Inc. to service held‑away variable annuities that results in shared trail revenue. The firm is under common control with The Certior Group, LLC, which provides administrative and tax services to family trusts, and CFG discloses these relationships and potential conflicts of interest (including paid solicitors) in its brochure.

To learn more about the advisors currently working at Certior 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.