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

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

Duffield Financial Group provides pension consulting, investment consulting and financial planning to plan sponsors, trusts, endowments and high-net-worth individuals. The firm’s pension work is delivered at the plan level and includes investment option assessment, participant education, plan benchmarking, plan design and service-provider searches, with client relationships managed on a non-discretionary basis for current engagements. The adviser begins with a comprehensive client interview and portfolio review to develop customized recommendations, relying primarily on fundamental analysis and a long-term, buy-and-hold approach often implemented with mutual funds. It also serves as a liaison in the selection of other advisers and service providers and routinely offers fixed-fee or hourly and per-project engagements rather than charging on an asset-based percentage basis. Noteworthy for this category, the firm’s emphasis on ERISA-level pension consulting and its active role in selecting other advisers are atypical among investment-manager peers, as is the regular use of flat and hourly billing instead of percentage-of-AUM fees. The brochure also discloses that the adviser’s registered broker/dealer and insurance affiliations can produce additional compensation and potential conflicts of interest, which the firm says it manages by preferring no-load or load-waived share classes and offsetting advisory fees where feasible.

To learn more about the advisors currently working at Duffield 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.