A complete list of active advisors currently associated with Glenwood Investment Group, LLC

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

Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates and a charitable organization. The firm delivers ongoing portfolio management and financial planning services—covering retirement, estate, tax and insurance reviews—and accepts both discretionary and a limited number of non‑discretionary accounts. GIG’s investment approach centers on strategic asset allocation using a core‑and‑satellite mix of actively managed funds, index funds and exchange‑traded funds, supported by fundamental analysis and continuous monitoring with not less than quarterly reviews and written account statements. The firm recommends discount custodians (notably Charles Schwab), trades mutual funds, ETFs, stocks and bonds, and does not participate in IPO allocations or soft‑dollar arrangements. Noteworthy features include a multi‑office network despite a small advisory team, managing approximately $200 million for several hundred clients, and having advisers who are also licensed insurance brokers — the managing member may sell insurance and earn commissions separate from advisory fees. GIG also offers fixed‑fee financial planning engagements and the prospect of waiving or discounting planning fees when clients move into ongoing portfolio management.

To learn more about the advisors currently working at Glenwood Investment Group, 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.