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

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

Ethos Financial Group is a multi‑team registered investment adviser managing roughly $2.14 billion and serving individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, financial planning, estate and insurance consulting, and sub‑advisory and consulting services to other investment advisers, delivered through a proprietary Platform and several DBAs. Ethos typically implements diversified, model‑based allocations that combine mutual funds, ETFs (including inverse and leveraged strategies where appropriate), individual equities and fixed income, and may engage overlay managers, independent managers, and optional tax‑overlay services for execution and tax management. The brochure discloses the firm uses third‑party research and signal providers to inform strategies and employs AI tools for administrative and marketing support while stating AI is not used to make individualized investment decisions. The firm’s disclosures highlight several features that differ from many peers: certain representatives operate in dual capacities as registered representatives of third‑party broker‑dealers and as licensed insurance agents (permitting commissionable transactions), Ethos may enter performance‑based fee arrangements, and it acts as a sub‑advisor to other registered advisers. Ethos also describes its use of testimonials and endorsements in marketing (with required SEC Marketing Rule disclosures) and provides detailed conflict‑of‑interest disclosures around recommending affiliated or third‑party professional services.

To learn more about the advisors currently working at Ethos 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.