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

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

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.

To learn more about the advisors currently working at Florian 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.