A complete list of active advisors currently associated with Iacangelo Financial Group, LLC

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

Iacangelo Financial Group, LLC provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement, advising on cash flow, tax, estate and retirement planning. The firm also refers clients to third‑party money managers and offers ongoing liaison services for accounts managed by sub‑advisors. Investment programs are implemented on a discretionary basis, with sub‑advisors maintaining the investment models and executing trades while the firm retains overall client oversight and periodic account reviews. The firm uses a mix of fundamental, technical and cyclical analysis through its chosen managers and delivers one‑time, fixed‑fee financial plans and additional planning services such as college‑planning assessments. Noteworthy for a solo independent adviser, the managing member is a licensed insurance agent who spends a substantial portion of time on that practice and may offer commissionable insurance products; the brochure discloses this activity as a potential conflict of interest and describes disclosures and fiduciary procedures to mitigate it. The firm also receives referral fees from third‑party money managers and compensates sub‑advisors from advisory fees, arrangements that influence how investment services are sourced and delivered relative to many peers.

To learn more about the advisors currently working at Iacangelo Financial 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.