A complete list of active advisors currently associated with Mainsail Financial Group

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

Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to individuals (including high net worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and other businesses. The firm reports roughly $404 million in assets under advisement and generally maintains a negotiable $500,000 minimum for managed accounts. The firm relies on model portfolios developed by its investment committee and employs a range of analysis and strategies—including asset allocation, dollar-cost averaging, fundamental and quantitative techniques—delivered on both a discretionary and non-discretionary basis. Mainsail also uses a Pontera order management system to monitor and rebalance “held-away” accounts (such as 401(k) plans and HSAs) on a recurring basis. Mainsail’s brochure discloses a marketing approach that includes the use of endorsements in advertising and the offering of educational seminars or workshops, features that are relatively uncommon among similar team firms. The firm also highlights operational specifics such as retirement-plan consulting administered through Fidelity’s TEM platform and the addition of Fidelity as a custodian alongside its use of Charles Schwab for custody and execution.

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