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 provides wealth management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates and businesses. Its offerings include discretionary and non‑discretionary investment management, comprehensive financial planning, and retirement plan advisory and oversight for plan sponsors and participants. The firm’s investment process is primarily long‑term focused but uses a mix of fundamental, technical, cyclical, behavioral and charting analysis to construct and monitor portfolios. Implementation may include diversified mutual funds, ETFs, individual equities, REITs and the use of independent managers, with portfolios reviewed and adjusted for rebalancing, tax harvesting, sector exposures or changing client needs. A noteworthy characteristic is that Masus sponsors its own wrap fee program, bundling securities transaction costs into its asset‑based advisory fee — a practice that is uncommon among similar supported firms and can affect total client costs depending on trading activity. The firm operates with a small advisory team managing roughly $190.6 million in discretionary assets, and its advisory persons also maintain affiliations with LPL Financial and hold insurance licenses; the brochure discloses potential conflicts from these arrangements and describes policies and disclosures used to address them.

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.