A complete list of active advisors currently associated with FSI Advisory Group, Inc.

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

FSI Advisory Group provides financial planning and investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes customized financial plans as the initial phase of client relationships and implements portfolios primarily with no‑load mutual funds, using individual equities and bonds when appropriate, and reports approximately $20.7 million in assets under management. The firm combines fundamental, technical and charting analysis and employs both long‑ and short‑term strategies, including use of margin and option writing when suitable. FSI manages client accounts on a non‑discretionary basis, which requires client approval for trading decisions rather than discretionary authority. Noteworthy features in the brochure include the firm’s engagement in pension consulting and work for pension/profit‑sharing plans despite a relatively small asset base, and a disclosed history of two arbitration matters (an earlier award and a 2009 claim that was settled and paid by insurance). The firm also discloses that its principal is licensed to sell insurance, performs limited insurance and consulting work, and has an affiliation with a third‑party advisory network with a planned client migration.

To learn more about the advisors currently working at FSI Advisory 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.