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

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

Friend Financial Group Inc is an independent, state‑registered investment adviser founded in 2024 that provides discretionary asset management to individuals, including high‑net‑worth clients, managing about $1.43 million across three client accounts. Its services include portfolio construction, asset allocation, ongoing monitoring and execution across equities, fixed income, mutual funds, ETFs and cash equivalents. The firm applies fundamental analysis and modern portfolio theory to build diversified portfolios intended to reduce risk and volatility, operating under discretionary trading authority with quarterly account reviews and monthly custodian statements. It recommends Charles Schwab for custody and execution but discloses that it manages each account separately (does not aggregate trades) and that it does not vote client proxies. Noteworthy features include the very small client roster (three clients) and the principal’s substantial outside accounting practice, which the brochure discloses occupies roughly half of the principal’s time and may lead to offering accounting or tax services to clients — a potential conflict mitigated through disclosure and firm procedures. The firm also reports no account minimum and does not sponsor wrap fee programs, characteristics that, together with its limited scale and outside‑business activity, distinguish it from many independent peers.

To learn more about the advisors currently working at Friend Financial 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.