A complete list of active advisors currently associated with Douglass Financial Group

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

Douglass Financial Group provides ongoing discretionary portfolio management and investment advisory services to individual and high‑net‑worth clients, and also offers advisory services for 401(k) plans. The firm documents client goals in an Investment Policy Statement and generally manages portfolios using mutual funds, ETFs, REITs, hedge funds and insurance products, including annuities. The firm’s investment process emphasizes portfolio construction tailored to each client’s income, tax considerations, time horizon and documented risk tolerance, and it employs both long‑term and short‑term trading when appropriate. Accounts are reviewed at least monthly by the firm’s principal, clients receive custodian statements monthly or quarterly, and the adviser may engage third‑party money managers when requested. Distinctive features noted in the brochure include the firm’s distribution of periodicals or newsletters to clients — a practice that is uncommon among similar independent advisers — and disclosure that the adviser receives soft‑dollar research and services from its custodian, Charles Schwab & Co. The brochure also records a recent change in the adviser’s credentials (no longer a licensed insurance agent) and highlights the firm’s explicit policy to end relationships if client‑imposed investment restrictions prevent proper service.

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