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

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

Narrative Financial Group is a small, state-registered advisory firm that works with individuals, high-net-worth clients, trusts, estates and private businesses, providing portfolio management and written financial planning. The solo advisor model delivers investment advice through a third-party custodian and charges advisory fees based on assets under management. The firm’s investment approach centers on strategic asset allocation and diversification, primarily using no-load mutual funds and ETFs with a generally long-term, buy-and-hold orientation and periodic rebalancing; it offers both discretionary and non‑discretionary management as agreed with each client. Financial planning is produced from a detailed client questionnaire into a formal plan, and the firm requires electronic delivery of client documents and invoices. A distinctive aspect of the firm is that the principal is a licensed insurance agent and Narrative may recommend and sell insurance and other financial products for commission in addition to advisory fees; the brochure discloses this conflict and states clients are not required to purchase products through the firm. The advisor also maintains an institutional relationship with its recommended custodian that provides technology and support services—benefits the firm cites for operations but that the firm discloses could create potential conflicts of interest.

To learn more about the advisors currently working at Narrative 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.