A complete list of active advisors currently associated with FSG Financial Services, Inc.

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

FSG Financial Services, Inc. serves individual investors, including both high-net-worth and non‑HNW clients, providing discretionary asset management, portfolio monitoring, and related advisory services. The firm reports managing roughly $52 million for about 163 clients and may engage sub‑advisors to implement investment models on client accounts. FSG builds client-specific strategies using a mix of fundamental, technical, charting, and cyclical analysis and documents objectives in client profiles; clients grant discretionary trading authority but may impose written restrictions. Account reviews are performed at least quarterly (and more often when market conditions dictate), custodians send statements directly to clients, and the firm does not vote proxies on client securities unless asked to provide assistance. Compared with many peers, FSG routinely offers free educational seminars and workshops for the public, and the firm’s principal maintains affiliated insurance and tax businesses and is credentialed as an enrolled agent, spending a substantial portion of time on those activities. Those outside business activities and affiliations are disclosed in the firm’s materials and noted as potential conflicts of interest that the firm says it seeks to mitigate through disclosures, procedures, and its fiduciary obligations.

To learn more about the advisors currently working at FSG Financial Services, 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.