A complete list of active advisors currently associated with FWG Investments, LLC

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

FWG Investments provides advisory services to individuals (including high-net-worth clients), trusts, small businesses, pension and profit-sharing plans, and other households. The firm offers financial planning covering investment, retirement, tax, insurance, education and real estate topics, and provides discretionary asset management as well as non‑managed “courtesy” accounts and occasional impersonal newsletters. FWG typically places clients into models overseen by its financial professionals and sub‑advised by AE Wealth Management, and it uses the Fidelity Institutional Wealth Program for custody and Orion for reporting and administrative support. The firm describes a goals‑based, household-level approach that permits client‑imposed investment restrictions and supplements advice with periodic educational seminars and impersonal newsletters. Distinctive aspects noted in the brochure include operating six offices (more than most comparable team firms) and offering client seminars/workshops and firm newsletters, which the firm identifies as part of its client education efforts. The brochure also discloses an affiliated insurance agency (Family Wealth Group), reliance on Advisors Excel and related insurance distribution arrangements that create conflicts of interest the firm says it monitors, and a resolved Kentucky DFI matter (Partial Agreed Order dated April 30, 2020, including a $50,000 civil fine).

To learn more about the advisors currently working at FWG Investments, 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.