A complete list of active advisors currently associated with Charter Advisory Group

Warmer can help you find a great advisor at Charter Advisory Group or one who fits your needs even better.

Charter Advisory Group provides investment management, financial planning, tax advisory, and related consulting services to individuals, families, trusts, and charitable entities. The firm’s client roster is small and oriented toward wealthier households, trusts, and corporate executives rather than mass‑market retail clients, and it states there is no account minimum. The firm integrates tax and wealth‑planning analyses into its investment process, using proprietary asset allocation models and third‑party research to develop each client’s investment policy and target allocation. Portfolios are typically implemented with mutual funds and ETFs (individual equities are generally avoided unless requested), and fixed‑income allocations often include individually managed municipal bond strategies for tax‑efficient income. Charter Advisory Group is affiliated with an investment services subsidiary, Charter Capital Advisors LLC, and discloses affiliated tax‑preparation arrangements that could present conflicts of interest — an affiliation structure that is uncommon among independent firms. It also notes operational practices that distinguish it from many peers, such as treating cash as an asset class, routinely recommending Schwab for custody, and managing a limited number of tailored client relationships.

To learn more about the advisors currently working at Charter Advisory Group, 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.