A complete list of active advisors currently associated with CGI Wealth Advisors, Inc.

Warmer can help you find a great advisor at CGI Wealth Advisors, Inc. or one who fits your needs even better.

CGI Wealth Advisors provides investment advisory and financial planning services to individual and business clients (excluding 401(k)/403(b) plan sponsors), delivering ongoing discretionary portfolio management and related goal‑based planning. The firm reports approximately $129 million in assets under management as of December 31, 2025, across roughly 121 client accounts and operates with a small advisory team. The firm’s investment process centers on asset allocation and diversification principles grounded in Modern Portfolio Theory, with portfolio construction informed by third‑party research such as Morningstar and advisor credentials including AIF designations. Ongoing services include quarterly monitoring and rebalancing, tax‑aware implementation (cost basis and taxable event management), and management of systematic withdrawals and required minimum distributions to align portfolios with clients’ risk tolerances and funding needs. Noteworthy elements disclosed in the brochure include the firm’s membership in a group of related companies — identified as The Conestoga Group, Inc. and an affiliated adviser that focuses on retirement plans — and that principals are licensed insurance agents and the group engages in insurance brokerage activities, which may result in insurance commission income. The firm also describes a multi‑year stock redemption succession plan and an institutional relationship with a digital custodial platform (Altruist), arrangements it discloses as material to clients.

To learn more about the advisors currently working at CGI Wealth Advisors, 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.