A complete list of active advisors currently associated with Masus Financial Group, Ltd.
Warmer can help you find a great advisor at Masus Financial Group, Ltd. or one who fits your needs even better.
Masus Financial Group, Ltd. is an SEC‑registered investment adviser managing approximately $190.6 million for about 296 clients, serving individuals (including high‑net‑worth clients), trusts, estates and businesses. The firm provides comprehensive wealth management services that combine discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services (including ERISA 3(21) investment oversight), and it discloses sponsorship of a wrap fee program in Appendix 1 of its brochure. The firm’s investment approach is primarily long‑term while accommodating shorter‑term trades for rebalancing or changing market conditions, and it uses a mix of fundamental, technical, cyclical, behavioral and charting analyses to build diversified portfolios of mutual funds, individual equities, independent managers and REITs. Portfolios are customized to clients’ objectives, risk tolerance and tax considerations, are monitored on a continuous basis with formal reviews at least annually, and clients may place reasonable restrictions on holdings subject to advisor acceptance. A distinguishing feature is that Masus sponsors and serves as portfolio manager for its own wrap fee program, bundling normal transaction costs into a single asset‑based advisory fee — a practice that is uncommon among supported firms. The firm operates as a small two‑adviser team with an institutional relationship with LPL Financial that supplies custody, trading and operational support; advisory personnel are also registered with LPL and licensed for insurance activities, conflicts the firm discloses and addresses through written policies and fiduciary procedures.
To learn more about the advisors currently working at Masus Financial Group, Ltd., 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 |
|---|---|---|
Batavia, IL
| 15
| |
Batavia, IL
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")