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

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

Investment Advisory Group, LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates and charitable organizations, managing approximately $1.217 billion in assets for about 1,542 clients. The firm operates with a five-advisor team and offers both integrated investment management and standalone financial planning engagements. The firm’s investment approach is grounded in Modern Portfolio Theory, the Fama-French three-factor model and behavioral finance, using diversified portfolios composed primarily of mutual funds, ETFs and fixed income while retaining legacy positions for tax or strategic reasons when appropriate. Investment Advisory Group typically implements client strategies on a discretionary basis, may employ unaffiliated independent managers for portions of portfolios, and conducts periodic rebalancing and ongoing monitoring. Compared with peers, the firm has an unusually high client-to-advisor ratio (roughly 300+ clients per advisor) and AUM per advisor (about $240+ million each), indicating a scaled, platform-supported operating model. Advisory persons also maintain broker‑dealer and insurance licenses and the firm routinely uses Fidelity’s institutional platform and may select share classes based on custodial or fund constraints—features that affect implementation and present potential conflicts of interest clients should consider.

To learn more about the advisors currently working at Investment Advisory 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.