A complete list of active advisors currently associated with National Wealth Management Group, LLC

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National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals — including high net worth clients — and to retirement plans. The firm offers portfolio management (discretionary and non-discretionary), comprehensive financial planning, retirement plan consulting and participant education, estate-plan coordination, and hourly or retainer consulting engagements. NWMG’s investment approach is generally long-term and tailored to each client, with defined objective-based strategies ranging from capital preservation to speculative growth; implementation may include mutual funds, ETFs, individual equities and bonds, options, tax-loss harvesting and periodic rebalancing. Services are delivered through a network of investment adviser representatives and multiple program platforms (including the firm’s Strategic Wealth Management program and several LPL-, Schwab- and First Clearing-sponsored programs), and clients can choose wrap or non-wrap account structures. Compared with many similarly sized advisory teams, NWMG has an atypically multi-office footprint and a formal affiliation with an accounting firm, which creates reciprocal referral activity and combined service offerings for tax and advisory needs that the firm discloses. The firm also sponsors a wrap-fee program, works with multiple custodians (including newer digital custody options), and conducts educational workshops and retirement-plan participant meetings as part of its consulting services — features that distinguish its service mix and create additional disclosure and conflict-of-interest considerations.

To learn more about the advisors currently working at National Wealth Management 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.

You can also browse National Wealth Management Group, LLC's office locations.