A complete list of active advisors currently associated with Paul R. Ried Financial Group, LLC

Warmer can help you find a great advisor at Paul R. Ried Financial Group, LLC or one who fits your needs even better.

Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and businesses through its PEAC Investment Advisory Program and standalone financial planning engagements. The firm manages approximately $1.27 billion in client assets—predominantly on a discretionary basis—and serves over 1,000 client relationships with a team of nine advisors. Investment management is driven by a dynamic asset allocation process focused on longer‑term fundamental valuation, manager specialization and diversified manager selection; initial screening de‑emphasizes short‑term past performance in favor of rolling performance measures, fees, manager tenure and firm‑culture metrics. The firm supplements its analysis with third‑party research tools (including Morningstar Direct), manager due diligence and ongoing client education on topics such as tax and estate strategies. Compared with many peers, the firm discloses and uses hypothetical illustrations in planning (including “What If” scenarios) and relies on third‑party research and ratings in its selection and communications about strategies. It also operates on the Pershing custodial/trading platform, offers fixed‑fee standalone planning arrangements (typically $550–$2,000) and discloses that some personnel are licensed insurance agents, with policies in place to address related conflicts.

To learn more about the advisors currently working at Paul R. Ried Financial 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.