A complete list of active advisors currently associated with Financial Service Group Inc

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

Financial Service Group, Inc. provides fee‑only investment supervision and comprehensive financial planning to individual and high‑net‑worth clients, and makes services available to entities such as trusts, estates and retirement plans. Its offerings include portfolio management, tax planning and preparation, elder‑life planning, career/retirement integration, and a limited legacy relationship option. The firm combines fundamental analysis with a tactical asset‑allocation approach and implements portfolios primarily through indexed and mutual‑fund strategies (including use of Dimensional Funds); it may also employ long and short positions and margin where appropriate. It manages roughly $215 million on a discretionary basis, conducts regular monitoring with at‑least‑annual reviews, and typically recommends institutional custodians for trade execution and reporting. Notable differences from many peers include a non‑traditional, fee‑only billing methodology that is not a simple percentage‑of‑assets‑under‑management but is calculated using clients’ overall net worth and income components with minimums and fixed elements, and the firm’s disclosed use of client testimonials in advertising. The firm also prepares tax returns for select clients and offers formal elder‑life planning led by advisors with senior‑focused credentials, services that are less common among similar supported firms.

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