A complete list of active advisors currently associated with Post Resch Tallon Group

Warmer can help you find a great advisor at Post Resch Tallon Group or one who fits your needs even better.

Post Resch Tallon Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its offerings include discretionary portfolio management, financial planning and consulting, retirement-plan advisory, and related advice on insurance, tax, college and debt/credit matters. The firm describes a top-down, asset-allocation driven investment process grounded in modern portfolio theory and fundamental analysis, with portfolios implemented mainly through mutual funds, ETFs, listed securities and fixed-income instruments. The brochure also notes the use of options and private investments, access to third‑party managers such as AssetMark and SEI, and ongoing monitoring, rebalancing and discretionary trading authority. A distinctive feature is the firm’s use of options and derivative strategies within managed accounts — the brochure discusses options recommendations and the firm’s separately managed account arrangements can employ derivatives, a practice that is uncommon among similar teams. The firm also discloses that some advisors are dually registered with LPL (including transition‑assistance loans and shared commission arrangements) and that some personnel sell insurance products, with procedures in place to address the resulting conflicts of interest.

To learn more about the advisors currently working at Post Resch Tallon Group, 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.