A complete list of active advisors currently associated with CSI Group Advisors, LLC

Warmer can help you find a great advisor at CSI Group Advisors, LLC or one who fits your needs even better.

CSI Group Advisors, LLC is a recently organized SEC‑registered advisory firm that provides financial planning, portfolio management (discretionary and non‑discretionary), and tax‑related advisory services as part of a broader family of companies. The firm’s service set includes access to estate‑planning document generation tools, individual tax preparation capabilities via an affiliated CPA entity, and referrals to affiliated insurance and real‑estate services. Investment strategies are customized to clients’ goals, time horizon and risk tolerance and draw on a range of methods from Modern Portfolio Theory and tactical allocation to fundamental, technical and quantitative analysis; the firm may use sub‑advisors, model portfolios and third‑party platforms for implementation. The brochure discloses use of artificial intelligence for operational and analytical tasks (for example AI‑assisted note taking and algorithmic tools) while stating that human advisors retain oversight and ultimate fiduciary responsibility. What distinguishes CSI Group Advisors from most team‑advice peers is its formal affiliation with both a law firm and a CPA firm under common control, enabling in‑house estate‑planning tools (with administrative support fees) and a dedicated individual tax preparation practice staffed by CPAs and Enrolled Agents. The firm also reports that it is newly formed and, at the time of filing, had no assets under management and no advisory clients—circumstances the brochure addresses alongside standard disclosures about potential conflicts and how they are managed.

To learn more about the advisors currently working at CSI Group Advisors, LLC, 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.