A complete list of active advisors currently associated with CMG Financial Consulting

Warmer can help you find a great advisor at CMG Financial Consulting or one who fits your needs even better.

CMG Financial Consulting serves individual and high‑net‑worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm also provides accounting and personal tax return preparation services, including preparing and filing federal and state returns, through its advisory platform. CMG primarily practices passive investment management, constructing diversified portfolios with index mutual funds and ETFs and supplementing research with fundamental analysis; portfolios are typically managed on a discretionary basis and the firm also monitors held‑away accounts. Clients receive ongoing supervision and planning through subscription-style service tiers that bundle financial planning, investment oversight, annuity analysis, and access to sub‑advisors for fixed‑income management. A distinguishing feature of CMG is the integration of accounting and tax-preparation capabilities with advisory services—its founder holds a CPA and the firm performs tax preparation for clients, an affiliation that is uncommon among supported peers. The firm operates with a small advisory team managing a meaningful asset base while offering fee‑only annuity planning, bundled planning/management arrangements, and services tailored to employer retirement plans and certain professional groups.

To learn more about the advisors currently working at CMG Financial Consulting, 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.