A complete list of active advisors currently associated with De Groote Financial Group, LLC

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

De Groote Financial Group provides discretionary investment management, wealth management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations and business entities, including high-net-worth clients. The firm reports managing approximately $1.216 billion on a discretionary basis and offers retirement plan consulting and other advisory services as part of its wealth management platform. The firm allocates client assets across independent managers, mutual funds, ETFs, individual fixed income and equity securities, and proprietary model portfolios (Core Conservative, Core Balanced and Core Growth) that are rebalanced quarterly. It also uses a third‑party TAMP and OCIO arrangements to access and, in some cases, delegate day-to-day trading to independent managers; in certain separately managed accounts the firm may employ derivatives or borrowing (margin) as part of its strategies and may recommend private placements for accredited investors. Distinctive features include that De Groote acts as sponsor and manager of a wrap fee program through which it offers its investment management services and operates with a relatively compact advisory team while managing over $1.2 billion, resulting in an above-average amount of assets managed per advisor. The firm also discloses ownership and fee relationships with third parties (including equity interests and revenue arrangements with its platform provider and interests in certain private and ETF vehicles), which are identified as potential conflicts of interest and subject to the firm’s due diligence and disclosure processes.

To learn more about the advisors currently working at De Groote Financial Group, 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.