Conkin Financial Group, Inc.

Conkin Financial Group provides investment management, financial planning, and retirement-plan advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations and business retirement plans. In addition to individual portfolio management, the firm delivers consulting and ongoing advisory support for pension and profit‑sharing plans and reports serving state and municipal government clients.

The firm follows a goals‑based, fundamental investment process and constructs customized portfolios from individual securities, bonds, ETFs, closed‑end funds and mutual funds, using both active and passive strategies while emphasizing low‑cost, tax‑efficient investments where appropriate. Engagements are offered on discretionary or non‑discretionary bases, and retirement‑plan work may include acting in an ERISA fiduciary role (for example, as a 3(21) or 3(38) advisor) to assist plan sponsors with investment policy, fund lineups, and participant guidance.

What distinguishes Conkin from many peers is its documented focus on pension consulting and formal advisory relationships with business retirement plans, together with reported work for state or municipal clients—services that are less common among similar independent advisers. The firm also offers access to an Altruist cash‑sweep program to expand FDIC coverage and discloses that it receives platform support from that custodian, a relationship it monitors as part of its custodial and conflict‑of‑interest oversight.