A complete list of active advisors currently associated with Claremont Financial Group,Inc.

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

Claremont Financial Group provides personal financial planning and investment management to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, with particular attention to professionals, pre‑retirees and retirees. The firm offers written financial plans and ongoing planning support, and implements recommendations through third‑party asset allocation programs and independent managers. CFG typically implements client portfolios using third‑party platforms (Envestnet and Orion) and model portfolios, employing strategic and tactical asset allocation, cash management, and long‑term holding with periodic rebalancing and quarterly reviews. The firm manages most assets on a discretionary basis and requires clients to use custodian and platform arrangements selected by the firm, with platform custody and execution arranged through the firm’s chosen broker‑dealer relationships. Compared with many small advisory firms, CFG operates with a single investment professional overseeing roughly $140 million in client assets across several hundred client relationships, a combination that implies a relatively high client load per advisor. The firm’s brochure discloses that the lead advisor also conducts separate broker‑dealer and insurance activities (and that the firm recently changed ownership and has disclosed practices around standing letters of authorization), items prospective clients may wish to review for potential conflicts of interest and operational procedures.

To learn more about the advisors currently working at Claremont Financial 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.