A complete list of active advisors currently associated with Fuerst Financial Group, Inc.

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

Fuerst Financial Group, Inc. provides investment advisory and financial planning services to individuals, high‑net‑worth clients, employee‑sponsored retirement plans, trusts, estates, foundations, and charitable organizations. The firm’s brochure lists discretionary and non‑discretionary portfolio management, comprehensive financial planning, estate and legacy planning, retirement plan consulting, donor‑advised fund management, and more limited consulting services. The firm’s process begins with client interviews to establish objectives, time horizons, risk tolerance, and liquidity needs and results in tailored asset‑allocation targets across cash, bonds, equities, ETFs, and mutual funds with periodic rebalancing. It uses third‑party platforms and models — including the SEI Asset Management Program and Sherman Policy Portfolios — and coordinates planning work with clients’ other advisors on tax, estate, and insurance matters. Relative to peers, the firm’s structure is notable for an unusually high client load for a single‑advisor practice (about 259 clients and roughly $100 million in assets), which is uncommon among independent firms. The brochure also emphasizes relationships with charitable organizations, donor‑advised fund services, and the delivery of educational seminars and estate‑planning workshops and retirement‑plan participant education, features that are less common among similar advisers.

To learn more about the advisors currently working at Fuerst 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.