Florian Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Florian Financial Group LLC is an SEC‑registered adviser that manages roughly $215 million for about 245 clients, serving individuals (including high‑net‑worth clients), families, trusts, charitable organizations and retirement plans. The firm provides discretionary portfolio management, written financial planning, and retirement plan/ERISA advisory services, including participant education and plan‑level investment policy work.
Investment advice is implemented through individualized Investment Policy Statements and a menu of tactical asset allocation and “risk‑managed” strategies that rely on independent third‑party research and a mix of mutual funds and ETFs (active and index). Several strategies include explicit 12‑month loss thresholds tied to risk profiles (ranging from about 2.5% to 20%) and use a third‑party proprietary market indicator that can move assets partly or wholly to money‑market funds to reduce downside exposure.
Distinctive operational features include a long operating history (predecessor firm dating to 1997), the firm’s relationship with Schwab Institutional for custody and institutional services, and disclosure that certain firm members are separately licensed insurance agents — potential conflicts the firm documents and addresses in its policies. The firm also notes it may possess held‑away online credentials (resulting in imputed custody and an annual surprise independent examination), does not accept performance‑based fees, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Typically $500 to $2,000 fixed fee for Financial Planning
$0 - $300,000: 1.20% $300,001 - $1,000,000: 0.86% $1,000,000 - $2,000,000: 0.70% $2,000,001+: 0.50%
Main office
1825 Maple Road, Suite 240
Williamsville NY 14221
Advisors at this office
2
Most active in
Florida · New York
Also doing business as
1 A.Florian, Robert M. · Financial Planning Solutions · Florian Financial Group LLC · Florian, Robert M. · Robert M. Florian
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert F
CFP®, Series 63, Series 65
Williamsville, NY
Florian Financial Group LLC
Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.
Jeffrey M
Series 63, Series 65
Williamsville, NY
Florian Financial Group LLC
Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.
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