A complete list of active advisors currently associated with Financial Solutions Advisory Group

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

Financial Solutions Advisory Group provides continuous investment advisory and individual portfolio management to individuals, corporations, pension and profit-sharing plans, and trusts, and also offers written financial planning and consulting services. The firm reports managing roughly $900 million in discretionary assets (about $35 million non‑discretionary) across approximately 350 client relationships and operates with eight advisors. FSAG develops client investment policies through in‑depth interviews and implements those policies on either a discretionary or non‑discretionary basis, accepting limited trading authority for discretionary mandates. Its investment process uses a mix of fundamental, technical, quantitative and qualitative analysis, employs asset‑allocation strategies with both long‑ and short‑term positions, and includes ongoing monitoring with at least quarterly reviews. Statistically uncommon among similar team firms, FSAG publishes a quarterly newsletter for clients, prospects and other professionals that provides general financial and market commentary rather than specific recommendations. The firm also emphasizes pension and profit‑sharing plan consulting and participant education as a core offering, and its concentration of roughly $900 million of discretionary AUM across 350 clients yields a relatively high asset‑per‑client profile compared with many peers.

To learn more about the advisors currently working at Financial Solutions Advisory 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.