A complete list of active advisors currently associated with FSG Wealth Advisors, LLC

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

FSG Wealth Advisors is a small, fee-only advisory team that provides discretionary portfolio management and limited financial planning primarily for individuals, high-net-worth clients, trusts, and estates. The firm reports managing $20.8 million in client assets as of February 18, 2026 and operates with a four-advisor team that implements client plans and ongoing reporting through third‑party custodians. The firm uses a strategic asset allocation, asset-class investing approach implemented mainly with low‑turnover mutual funds and ETFs, and emphasizes tax efficiency through low-turnover funds and loss-harvesting when appropriate. Accounts are reviewed at least semi‑annually, and the firm integrates financial planning inputs into allocation decisions rather than market timing. Noteworthy for a firm of its size, several principals are credentialed CPAs (and one holds a CFA) and the advisor group shares common ownership and office space with an affiliated accounting firm, Chalmers Poole, CPAs, which provides tax preparation and planning services and receives client referrals. The firm is also connected to other advisory businesses: it uses a proprietary Cashflow Fingerprint planning tool licensed from a related company and one owner co‑owns another registered investment adviser, relationships the brochure discloses and addresses as potential conflicts.

To learn more about the advisors currently working at FSG Wealth Advisors, 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.