A complete list of active advisors currently associated with Childs Investment Group, Inc.

Warmer can help you find a great advisor at Childs Investment Group, Inc. or one who fits your needs even better.

Childs Investment Group provides financial planning and advisory services to families and high‑net‑worth individuals as well as to entities including trusts, estates, corporations, pension and profit‑sharing plans, and charitable organizations. The firm currently does not manage client securities, reports no assets under management, and does not take custody of client funds. The firm develops tailored financial plans using fundamental analysis and considers factors such as risk tolerance, investment horizon, liquidity needs, tax considerations and other client‑specific issues, and will coordinate with other professionals when requested. Childs does not exercise investment discretion over client accounts; implementation is performed through the client’s chosen broker‑dealer or recommended third‑party advisers, and plan reviews are conducted when portfolios are formulated or when market or client circumstances change. Noteworthy distinctions include that the firm’s advisory representatives also serve as registered representatives of a broker‑dealer and as licensed insurance agents, the firm provides pension consulting and hosts educational seminars, and it charges fixed or hourly planning fees rather than relying on percentage‑of‑assets fees. These implementation and compensation arrangements can lead to referrals to broker‑dealers or third‑party managers, a potential conflict the firm discloses and says it manages through client choice and disclosure.

To learn more about the advisors currently working at Childs Investment Group, 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.