A complete list of active advisors currently associated with Reliance Financial Group, Inc.
Warmer can help you find a great advisor at Reliance Financial Group, Inc. or one who fits your needs even better.
Reliance Financial Group, Inc. provides discretionary portfolio management, financial planning, and consulting to individuals and high-net-worth clients, and also serves pension or profit-sharing plans and charitable giving funds. Services include model-based and customized portfolio implementation using mutual funds, ETFs, and separately managed allocations. The firm emphasizes asset-allocation-based management, using SEI’s Asset Management Program for model mutual-fund allocations with automatic quarterly rebalancing and Schwab OneSource for individualized portfolios. Client objectives, risk tolerance and tax considerations are established through interviews and questionnaires, and accounts are reviewed at least quarterly. Notably for a firm of its size, Reliance Financial Group includes institutional-like clients—retirement-plan sponsors and charitable organizations—alongside a small client roster representing roughly $22.8 million in discretionary assets, which can support more tailored attention. Participation in the SEI program requires custody with SEI and the firm delegates proxy voting to clients, illustrating a blend of outsourced model management and client-directed administrative choices.
To learn more about the advisors currently working at Reliance Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 23
|
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