A complete list of active advisors currently associated with CLG LLC

Warmer can help you find a great advisor at CLG LLC or one who fits your needs even better.

CLG, LLC works with individuals (including high-net-worth clients), trusts, retirement plans, and business entities, offering comprehensive portfolio management combined with financial planning, standalone planning and consultations, and retirement plan consulting. The firm also assists clients in selecting and monitoring third‑party money managers and provides investment advice across publicly traded and private securities. CLG’s portfolio management service is discretionary for many clients and integrates multiple analysis disciplines — fundamental, technical and cyclical — and a range of strategies from long‑term holdings to short‑term trading, options, short sales and margin when appropriate. The firm also implements tax‑aware asset location and rebalancing tools, and manages “held‑away” workplace and other custody‑outside accounts (401(k)s, HSAs) using an order management approach. Distinctive elements in the brochure include the firm’s use of Pontera to manage held‑away assets (with CLG covering Pontera’s platform fee rather than billing clients), its participation on the DPL Financial Partners commission‑free insurance platform, and that some representatives maintain securities dealer and insurance registrations. CLG also lists less typical planning services for an RIA — such as cost segregation studies, corporate structure and mortgage/debt analysis — and discloses that it may advise on digital assets either directly or via ETFs/SMAs.

To learn more about the advisors currently working at CLG 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.