A complete list of active advisors currently associated with OG Advisory Group, LLC

Warmer can help you find a great advisor at OG Advisory Group, LLC or one who fits your needs even better.

OG Advisory Group is an independent, single‑advisor registered investment adviser founded in 2023 that provides discretionary asset management, financial planning, and consulting to individuals and business clients. The firm also serves qualified retirement plans, offering limited‑scope ERISA 3(21) fiduciary services to plan sponsors alongside its individual account work. The firm constructs client strategies around stated goals, time horizon and risk tolerance and manages most accounts on a discretionary basis with fees charged as a percentage of assets under management, reflecting a common industry practice. OG Advisory Group routinely uses sub‑advisors and third‑party managers for portions of client portfolios, monitors accounts periodically, and relies on analytical tools including technical and charting analysis and Monte Carlo planning. OG Advisory Group is distinctive for its principal’s affiliated insurance business, from which the principal earns commissions and devotes significant time, a relationship disclosed as a potential conflict of interest and mitigated through firm policies and disclosures. The firm’s emphasis on ERISA 3(21) pension consulting and its referral/fee arrangements with third‑party managers are less common among peers and are highlighted in the brochure as material features of how the firm operates with clients.

To learn more about the advisors currently working at OG Advisory 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.