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

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

Range Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary portfolio management, comprehensive financial planning, and pension consulting (including the preparation of ERISA‑compliant plan documents). The firm also provides one‑time financial plans and ongoing wealth management tailored to each client’s goals, time horizon, and risk tolerance. The firm states it builds portfolios using a mix of model allocations and individualized recommendations, documenting risk tolerance through questionnaires and regular reviews; its analytic toolkit includes fundamental, quantitative, technical, cyclical, and modern portfolio theory approaches applied across mutual funds, ETFs, fixed income, equities, TIPS, and, when appropriate, private placements and venture capital investments. Range Financial Group describes itself as a fiduciary that seeks fair allocation of investment opportunities across clients, conducts monthly or quarterly reviews for managed accounts, and may aggregate trades to pursue execution efficiencies. Compared with many peer team firms, Range Financial Group discloses affiliated non‑advisory activities: several supervised persons are licensed insurance agents and the firm includes an affiliated CPA, so insurance product sales and accounting‑related services are offered alongside advisory services; the brochure explains the resulting conflicts of interest, required disclosures, and procedures intended to mitigate them. The firm also highlights formal pension consulting services and institutional custody relationships (Schwab/Altruist) that provide research and operational support—features that are less common among similar team advisory firms.

To learn more about the advisors currently working at Range 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.