A complete list of active advisors currently associated with Jeffrey A. Drayton Financial Group, Inc.
Warmer can help you find a great advisor at Jeffrey A. Drayton Financial Group, Inc. or one who fits your needs even better.
Jeffrey A. Drayton Financial Group serves individual clients across a range of wealth levels, including high‑net‑worth individuals, as well as trusts, estates, small businesses, foundations and charitable organizations. The firm provides financial planning, periodic investment consultation, discretionary portfolio management, and individual federal and state income tax preparation. The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in efficient markets, with a primary emphasis on asset allocation and diversification implemented through low‑cost, widely traded ETFs and no‑load mutual funds. As a fee‑only fiduciary, the firm tailors target portfolios to client objectives and may selectively include actively managed funds for asset classes where the adviser perceives market inefficiencies, such as emerging markets. Noteworthy for a firm of its size, the adviser emphasizes client education — offering a complimentary initial interview, ongoing education about client holdings, and leveraging custodial‑sponsored educational events and conferences. The firm also combines tax preparation services with financial planning and draws on professional credentials in financial planning, divorce financial analysis, and tax representation (EA), which informs work with clients facing divorce, tax filing complexities, or small‑business planning.
To learn more about the advisors currently working at Jeffrey A. Drayton Financial Group, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Maple Grove, MN
| 5
| |
Maple Grove, MN
| 11
| |
Maple Grove, MN
| 7
|
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