A complete list of active advisors currently associated with Responsive Financial Group, Inc.

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

Responsive Financial Group, Inc. is a state-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, families, trusts, estates, foundations, corporations, and other institutions. As of December 31, 2025 the firm reported managing approximately $59.9 million on a discretionary basis and about $976,582 on a non-discretionary basis, and it also works with accredited investors and qualified eligible participants. The firm organizes portfolios around model Risk Adjusted Portfolios (RAPs) built within eight defined Management Styles that address capital preservation, accumulation, income generation, and tax-sensitive needs. RFG manages these RAPs with a mix of strategic and limited tactical decisions aimed at reducing downside risk while maintaining exposure to return-generating asset classes; custom RAPs and selective third-party managers are used where appropriate. Compared with many peers, the firm routinely advises pension and profit-sharing plans and institutional clients and provides pension consulting and ERISA plan services, including constructing RAPs for use as designated investment alternatives and accepting fiduciary roles under Section 3(38) or designing 404(c) model options. It also performs quarterly plan reviews, offers participant education workshops (not individualized advice), and conducts selection and ongoing monitoring of independent advisers—services that are relatively uncommon among similarly sized independent advisers.

To learn more about the advisors currently working at Responsive 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.