A complete list of active advisors currently associated with Pushkin Advisory Group, LLC

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

Pushkin Advisory Group, LLC provides fee-based investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans, including pension and profit-sharing plans. Services include discretionary and non-discretionary portfolio management and both comprehensive and targeted financial planning and consulting, with tax preparation available through an affiliated tax practice. The firm constructs diversified portfolios using individual stocks, bonds, ETFs, no-load mutual funds and other securities, and employs methods including fundamental, technical, charting and cyclical analysis to tailor allocations to client goals and risk tolerance. For held-away accounts such as 401(k)s, 403(b)s, Roth IRAs and 529 plans, the adviser uses a third-party order-management platform (Pontera) to monitor options, rebalance and implement allocation changes without taking custody, and reviews accounts at least quarterly. Distinctive features include a solo advisory model led by a CFA charterholder managing roughly $51 million for about 92 clients and an explicit practice of working with pension and profit-sharing plans, a client type that is less common among similarly sized independent advisers. The firm’s operational approach — combining an affiliated tax-preparation business (with disclosed conflict-management policies) and use of a held-away account platform — differentiates its service mix from many peers.

To learn more about the advisors currently working at Pushkin Advisory 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.