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

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

Materetsky Financial Group serves individuals, high-net-worth clients, retirement plans and charitable organizations, offering investment advisory services on a wrap-fee basis plus financial planning and retirement-plan consulting. The firm also facilitates implementation through affiliated registered representatives and licensed insurance agents and its principals offer separate tax-preparation services through a distinct entity. The firm primarily manages client assets on a non-discretionary basis, allocating mainly to mutual funds and exchange-traded funds and treating cash as an asset class; as a result, client consent is required before trades are executed and the adviser cannot effect transactions when a client is unavailable. Accounts in the firm’s wrap-fee program receive bundled trade execution, custody and reporting services, and the firm generally recommends custodians such as Pershing or Schwab. Distinctive for a team firm of its size, the four-advisor team oversees roughly $720.8 million in non-discretionary AUM across about 818 client relationships while acting as a wrap-fee program sponsor and providing retirement-plan participant education at no additional fee. The firm also uses third-party lead arrangements (Ramsey SmartVestor Pro), and discloses affiliated commission-based brokerage, insurance sales, and separate tax-preparation activities, which the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Materetsky 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.