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, Inc. provides investment management, financial planning, and financial consultation services to individuals, trusts, estates, and businesses, and also offers retirement plan consulting and family office consulting. As of December 31, 2025 the firm reported approximately $690.3 million in regulatory assets under management, $115.35 million in retirement plan assets under consulting, and $895.0 million of assets associated with family office consulting, for roughly $1.7 billion in assets under advisement. The firm typically implements diversified model portfolios that include ETFs, mutual funds, individual securities, multiple equity and fixed‑income sub‑classes, and periodic rebalancing, and it uses mean‑variance optimization together with fundamental and technical analysis to construct and monitor those models. Plan Group may engage third‑party managers or sub‑advisers for specific mandates, and in certain cases recommends non‑traded/private placements or annuities when they determine those investments are appropriate. Noteworthy aspects relative to many multi‑team peers are the formal Family Office Consulting service (delivered on a non‑discretionary, project or retainer basis) and the large amount of AUA tied to that service, which the brochure treats separately from regulatory AUM. The firm also shares office space with an independent accounting group and may introduce clients to onsite tax services or cover some third‑party costs in limited circumstances, and it discloses that some advisors maintain brokerage and insurance licenses and that third‑party manager relationships and referral arrangements are supervised and documented to address conflicts of interest.

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.