A complete list of active advisors currently associated with Plan Group Financial, Inc.

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

Plan Group Financial serves individual and household clients, including high-net-worth individuals, and also provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning and consulting services, and delivers portfolio management under asset-based advisory arrangements consistent with common team-firm practices. The firm manages client assets primarily through diversified model portfolios that use mean-variance optimization and both fundamental and technical analysis, with allocations across equities, fixed income, ETFs, mutual funds, REITs and commodities and periodic rebalancing. Plan Group may also engage unaffiliated third-party managers and separately managed accounts, and it evaluates or recommends non-traded private placements and alternative investments when appropriate. Plan Group is notable for its affiliated Plan Group Family Office, which provides separate family-office consulting and coordination under a distinct agreement, and for its active coordination or recommendations involving private oil and gas (IDC) investments and 1031 exchange-related referrals. The brochure discloses a range of referral, placement and revenue-sharing arrangements (including serving as a compensated promoter and having advisors who are dual-registered as broker-dealer representatives and insurance agents), and the firm documents and discloses those potential conflicts while retaining client choice.

To learn more about the advisors currently working at Plan Group Financial, Inc., 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 Plan Group Financial, Inc.'s office locations.