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 provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, employee-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm also supports donor-advised fund accounts and provides advisory services to brokerage customers under written agreements. FFG manages both discretionary and non-discretionary accounts, allocating assets among cash, bonds, equities, ETFs and mutual funds, and employs both fundamental and technical analysis with regular monitoring and rebalancing. The firm relies on third-party platforms and models — including the SEI Asset Management Program and Sherman Policy Portfolios — and coordinates planning work with clients’ other advisors (CPAs, attorneys, insurance brokers). Notably, FFG operates with a high client load for a single-advisor practice (roughly 270 clients) and explicitly serves charitable organizations, including managing donor-advised fund assets when nominated by charitable platforms. The firm conducts educational seminars and workshops (estate-planning sessions and retirement plan participant education/enrollment meetings), and recently transitioned from state registration to SEC registration.

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.