Marlborough, MA Office

Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, corporations, and retirement plans. In addition to portfolio management, the firm offers retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.

CFG manages client assets on a discretionary basis (about $92.9 million as of December 31, 2025) and constructs portfolios using mutual funds, ETFs, individual equities, fixed income, options, and REITs, generally with a long‑term orientation while allowing shorter‑term trades as circumstances require. The firm commonly implements strategies through third‑party managers and sub‑advisors and may recommend or participate in third‑party wrap‑fee programs while providing ongoing oversight of those client accounts.

Distinctive elements in CFG’s brochure include its use of the DPL insurance platform, which provides access to commission‑free insurance products and related consulting services, and its integration of wrap‑fee program sponsorship and sub‑advisor arrangements—features that are less common among similarly sized supported adviser teams. The firm also emphasizes individualized planning, allows clients to impose reasonable investment restrictions, and operates with a small two‑advisor team serving a limited client base.