A complete list of active advisors currently associated with Flagship Wealth Management Group, LLC

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

Flagship Wealth Management Group is an independent advisory firm that provides discretionary asset management and standalone hourly consulting to individuals, high‑net‑worth clients, trusts, businesses and charitable organizations. The firm documents client goals and builds tailored investment programs and consulting engagements that address topics such as retirement planning and employee benefit evaluation. The firm’s investment process uses fundamental and technical analysis alongside modern portfolio theory and Monte Carlo planning to align portfolios with each client’s objectives, time horizon, tax situation and risk tolerance. It generally manages accounts on a discretionary basis while allowing clients to impose written restrictions and discusses security‑specific risks, including options and fixed‑income considerations, as part of ongoing planning. Notably, Flagship accepts charitable organizations as clients — a client type that is uncommon among independent firms of this category — and combines ongoing asset management with hourly consulting engagements. The firm relies on custodians to deliver account statements and does not produce separate written account reports or vote proxies on behalf of clients, and its principal holds advanced credentials that include training in wealth management, retirement planning, and financial psychology.

To learn more about the advisors currently working at Flagship Wealth Management 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.