A complete list of active advisors currently associated with Mardin Capital Group LLC

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

Mardin Capital Group LLC provides written financial planning services to individuals, preparing plans that address retirement, education, tax strategies, stock option review, required minimum distributions and charitable giving. The firm’s brochure states it does not manage client assets, does not provide discretionary portfolio management and does not participate in wrap‑fee programs. MCG uses broad financial planning software to produce written plans that may list general investment types but do not include specific securities, and clients are billed for plans upon completion with updates available at the client’s election. While the firm does not custody or generate account reports, its professionals can, if requested, assist clients in implementing plan recommendations through their broker‑dealer or advisory channels. Several of the firm’s principals are registered representatives and investment adviser representatives with LPL Financial and are licensed insurance agents, activities the brochure identifies as the primary source of their time and compensation and that are disclosed as potential conflicts of interest. Distinctive for a firm in the investment‑manager classification, MCG does not rely on percentage‑of‑assets‑under‑management fees and instead emphasizes fee‑for‑service financial planning engagements; the team also includes advisors holding CFA and CFP credentials.

To learn more about the advisors currently working at Mardin Capital 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.