A complete list of active advisors currently associated with RMG Advisors

Warmer can help you find a great advisor at RMG Advisors or one who fits your needs even better.

RMG Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, managing roughly $200 million in client assets with a small advisory team. Beyond standard portfolio management, the firm offers specialized services including divorce-related financial planning and mediation, federal employee retirement advising, variable annuity sub-account oversight, and project-based work such as multi-generational and special needs trust planning. The firm emphasizes asset allocation and diversification, using SEI Asset Allocation Models and SEI-platform sub-advisors to implement client portfolios while conducting due diligence on those managers and monitoring allocations over time. RMG manages accounts on a discretionary basis, allows clients to impose reasonable restrictions, and coordinates with third-party managers and custodians as part of its ongoing review process. Noteworthy features include a long operating history dating back to 1965 and dedicated capabilities for divorce mediation and detailed federal retirement benefit guidance—services that are relatively uncommon for similarly sized advisory teams. The firm directs clients to the SEI Private Trust Company custodial platform to access its chosen models and institutional services and maintains a written Code of Ethics with advisers holding CFP credentials.

To learn more about the advisors currently working at RMG Advisors, 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.