A complete list of active advisors currently associated with CSG Financial
Warmer can help you find a great advisor at CSG Financial or one who fits your needs even better.
CSG Financial provides investment management, financial planning (both ongoing and project‑based), and retirement plan services to individuals, high‑net‑worth clients, and employer plan sponsors. As of December 2025 the firm reported approximately $15.8 million in discretionary assets under management across roughly 62 client relationships. The firm implements portfolios around asset‑allocation targets and a blend of passive and active strategies, using fundamental and mutual fund/ETF analysis while offering discretionary trading with the ability for clients to impose reasonable account restrictions. CSG may implement client programs through third‑party investment managers and the Betterment for Advisors platform and conducts ongoing reviews of outside managers and fund holdings. Notable features that distinguish CSG from many peers include its small advisory team (three advisors) while offering ERISA plan services as an investment manager and making available alternative investment options, including potential cryptocurrency exposure and private pooled vehicles. The firm also uses online referral arrangements (SmartAsset) to source clients and notes that multiple principals hold CFP® credentials and one holds a WMCP designation.
To learn more about the advisors currently working at CSG Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Dover, DE
| 7
| |
Dover, DE
| 5
| |
Dover, DE
| 7
|
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