A complete list of active advisors currently associated with Galileo Planning Group, Inc.

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

Galileo Planning Group serves a selective roster of senior corporate executives, high‑income professionals, and wealthy individuals, typically with net worths the firm describes in the $5 million to $100+ million range. It provides customized, comprehensive financial planning and investment counseling — including asset allocation, retirement, estate and tax planning, charitable giving, compensation arrangements, and advice on both marketable and non‑marketable investments — delivered on a non‑discretionary basis. The firm positions itself as an independent, fee‑only adviser that emphasizes long‑term, diversified portfolios and detailed, fundamental analysis of private and alternative investments, often engaging outside consultants as needed for due diligence. Clients retain final decision authority while principals routinely present recommendations, monitor results, and meet with clients at least annually or more frequently as required. Distinctive features include the firm’s non‑discretionary, non‑custodial model (it does not accept discretionary authority or take custody of client assets) and its practice of negotiating fees as annual client‑specific arrangements billed directly rather than automatically deducted from accounts. Despite a small team, the firm reports over $1 billion in non‑discretionary assets under advisement and routinely evaluates complex private placements and concentrated corporate stock positions, with principals sometimes investing alongside clients on the same terms.

To learn more about the advisors currently working at Galileo Planning 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.