A complete list of active advisors currently associated with CTG Wealth Management LLC

Warmer can help you find a great advisor at CTG Wealth Management LLC or one who fits your needs even better.

The firm provides fee-only investment management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations. It manages discretionary portfolios and delivers ongoing planning and implementation guidance, overseeing roughly $7.5 million in assets under management as of year‑end. Investment advice is individualized through a written investment policy and asset‑allocation targets, and portfolios may combine passive and active strategies across stocks, bonds, mutual funds, and ETFs (including cryptocurrency ETFs). The adviser uses a mix of fundamental, technical, cyclical, and charting analysis, exercises discretionary trading authority when agreed, and permits reasonable client‑imposed investment restrictions. The firm reports a significant non‑U.S. client base, a feature that is uncommon among independent advisers and may bring cross‑border considerations into planning and custody decisions. The adviser is relatively newly established and is led by a principal with senior military and systems‑engineering experience, and it operates on multiple institutional custody platforms (Charles Schwab, Altruist, and Interactive Brokers) that provide digital onboarding and operational tools.

To learn more about the advisors currently working at CTG Wealth Management 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.

Name	Location	Years of experience
Michael Hocker	Severna Park, MD	2

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