A complete list of active advisors currently associated with Podell Financial Group LLC

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

Podell Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors. Services described in the brochure include discretionary portfolio management, financial and estate planning, company-sponsored retirement plan consulting, and access to private investments for accredited investors; fees are primarily asset-based and portfolio management for individuals is a core offering. The firm tailors investment strategies to client objectives, time horizons, and risk tolerance using methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading approaches. For retirement plans it may act in a fiduciary capacity as a 3(21) adviser and, in some engagements, as a designated investment manager with 3(38)-type discretionary authority to implement lineup changes and monitor investments. Noteworthy distinctions include that several representatives are also licensed insurance agents and may recommend commissionable insurance products (the brochure notes up to 30% of representatives’ time may be spent on insurance activities), and the firm facilitates private-equity and other private investment opportunities for qualified accredited investors. The firm is a relatively recent SEC-registered advisor (established in 2023) and reports that virtually all reported assets are managed on a discretionary basis (discretionary AUM disclosed in the brochure).

To learn more about the advisors currently working at Podell 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.