A complete list of active advisors currently associated with CFG Retirement

Warmer can help you find a great advisor at CFG Retirement or one who fits your needs even better.

CFG Retirement serves individual and high‑net‑worth clients, offering financial planning and discretionary asset management executed through relationships with sub‑advisors and co‑advisors. The firm acts as the primary client contact and coordinates ongoing services and reviews while clients’ assets remain with third‑party custodians. The firm’s investment process draws on fundamental and cyclical analysis, Modern Portfolio Theory, and returns‑based tools such as Morningstar data fields and Zephyr Style, with client objectives documented in investment policy statements and reviewed at least annually. Portfolio implementation and trade execution are carried out by selected sub‑advisors/co‑advisors, while CFG Retirement retains discretionary authority to appoint, terminate, or adjust those manager relationships and client allocations. Distinctive features noted in the brochure include that CFG Retirement does not directly manage client accounts but relies exclusively on sub‑advisors and receives a portion of the management fees collected by those managers, a referral arrangement the firm discloses and monitors for conflicts. The firm’s managing member is also a licensed insurance agent, co‑founder of an insurance marketing organization, and party to a marketing agreement with a third party that conditions a forgivable loan on maintaining solicitor/sub‑advisory relationships and minimum billable assets, and the firm also leaves proxy voting to clients rather than voting on their behalf.

To learn more about the advisors currently working at CFG Retirement, 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.