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

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

Copley Financial Group provides investment advisory services to individual clients and pension and profit‑sharing plans, focusing on ongoing discretionary and non‑discretionary portfolio management. The firm places client assets with sub‑advisors and third‑party money managers and also participates in an institutional program platform, while offering educational seminars and workshops. Portfolios are constructed around documented client goals, time horizons and risk tolerances, with investment selection informed by fundamental and technical analysis and, when appropriate, allocations to alternative investments. The firm uses model‑based strategies, co‑advisor relationships and platform managers and conducts account reviews on a regular (monthly) basis. What differentiates the firm from many peers is its material outside business activities and industry affiliations: the principal also acts as a registered representative of a broker‑dealer and maintains insurance and mortgage‑banking businesses, arrangements that the brochure says result in commission‑based compensation and potential conflicts of interest (with disclosures and procedures described as mitigation). The brochure also discloses a past disciplinary event — an insurance license revocation in 2002 that was subsequently resolved in 2003 — and the firm does not list standalone financial planning services, a service omission that is less common among similar team advisors.

To learn more about the advisors currently working at Copley 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.