A complete list of active advisors currently associated with Investment Advisor Group

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

Investment Advisor Group provides financial planning and investment management to individuals, families, trusts, and closely held businesses, including high-net-worth clients. Services described in the brochure include cash‑flow, tax, education, retirement and estate planning as well as discretionary portfolio management matched to client goals and risk tolerance. The firm’s investment approach emphasizes asset allocation and broad diversification using ETFs, mutual funds, equities, and fixed income within a modern-portfolio-theory framework, and advisors may manage portfolios directly or by selecting third‑party managers. IAG uses a third‑party operations and investment platform to administer accounts and implements algorithm-driven tactical “META” model portfolios that can take defensive cash positions and have higher turnover; the firm also provides regular portfolio and performance reporting via an online portal and may distribute periodic reports. Compared with many peers, IAG is distinctive for its integration with a turnkey platform that both administers accounts and executes the firm’s META strategies, and for accepting certain engagements paid through a Veterans’ beneficiary counseling program. Advisors at the firm may also offer insurance products (with disclosed commission arrangements) and routinely select outside managers for portions of client portfolios while not receiving third‑party compensation for those recommendations.

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