A complete list of active advisors currently associated with Investor Advisory Group

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

Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting and general consulting to individuals, pension and profit-sharing plans, trusts and estates. As of December 31, 2025, the firm reported approximately $172 million in assets under management for about 183 clients and typically sets a $250,000 minimum for conventional advisory services, which may be waived in certain circumstances. IAG develops a Financial Profile and an Investment Plan with each client and implements recommendations on a primarily non-discretionary basis, requiring client approval for trades unless a pre‑approved plan is in place. The firm’s investment implementation focuses on mutual funds, ETFs and fixed income, uses a purchased proprietary database for analysis, and notes that non‑discretionary arrangements can delay trade execution and limit participation in block trades. Notably, the firm’s disclosure indicates nearly all managed assets are handled non‑discretionarily — a practice that is uncommon among comparable team firms — and the firm also discloses use of client testimonials in its advertising. IAG additionally provides ERISA‑oriented retirement plan services including investment selection and monitoring, and recommends Schwab as custodian while receiving institutional support services that the brochure identifies as potential sources of conflicts of interest.

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