A complete list of active advisors currently associated with Ginsberg Financial Strategies

Warmer can help you find a great advisor at Ginsberg Financial Strategies or one who fits your needs even better.

Ginsberg Financial Strategies provides portfolio management, financial planning, pension consulting and selection-of-other-advisers services primarily to individual and high-net-worth clients, and also serves pension and profit-sharing plans and other business entities. The firm implements client portfolios through model portfolios and third-party money managers, including participation in SEI Investment Management Corporation’s managed account and mutual fund model programs. The firm generally operates on a non-discretionary basis, gathering client objectives and making tailored recommendations while relying on SEI models and selected third-party managers for portfolio construction, monitoring, and periodic rebalancing. Client accounts are reviewed at least annually and in response to events such as contributions, withdrawals, or market-moving developments, with financial planning delivered as either fixed-fee or hourly engagements. Distinctive features include that virtually all assets are managed on a non-discretionary basis (the brochure reports $0 discretionary and approximately $74.8 million non-discretionary as of January 14, 2026), a structure that is uncommon among peers in this category. The firm is affiliated with an insurance agency and the principal is a licensed insurance agent and CFP certificant (and holds a law degree), which the firm discloses as creating potential conflicts when insurance products are recommended.

To learn more about the advisors currently working at Ginsberg Financial Strategies, 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.