A complete list of active advisors currently associated with CFG Wealth Management, LLC

Warmer can help you find a great advisor at CFG Wealth Management, LLC or one who fits your needs even better.

CFG Wealth Management is a fee‑based financial planning and advisory firm that primarily serves high‑net‑worth individuals and pension and profit‑sharing plans, offering comprehensive financial planning, ERISA retirement‑plan consulting, and public seminars and workshops. The firm does not custody client assets or directly manage individual client portfolios; instead it refers invested assets to third‑party money managers and receives referral and advisory fee shares. The firm’s process emphasizes tailored financial plans and participant education, using fundamental and technical analysis to develop recommendations and periodic account reviews, and it frequently acts as a limited‑scope ERISA 3(21) fiduciary for retirement plans. For invested assets CFG functions as a liaison—assisting with third‑party manager paperwork, monitoring statements, and coordinating implementation—rather than accepting discretionary trading authority or relying on percentage‑of‑AUM planning fees. Notably, CFG operates with an unusually high client load for a solo advisor (about 300 clients) and discloses an affiliated insurance business that contributes a material portion of revenue from commissions, creating potential conflicts that are disclosed and managed. The brochure also highlights the firm’s paid educational offerings, its tax‑planning and other affiliated business activities, and explicit fee‑sharing and incentive arrangements with third‑party money managers.

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