A complete list of active advisors currently associated with Saxon Financial Group

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

Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment management (both discretionary and non-discretionary), financial planning and retirement-plan advisory services. The firm also offers planning-related services that include estate-planning document generation as an optional add‑on and may implement portfolios using independent managers. The firm generally constructs model-based and customized portfolios using mutual funds, ETFs, individual equities, options, fixed income and alternative investments and describes a primarily long‑term orientation while employing fundamental and cyclical analysis. Saxon Financial Group monitors accounts on an ongoing basis, provides periodic reporting through custodial statements, and may aggregate trades or use block trading when executing across multiple client accounts. The brochure discloses that the firm presents predecessor and hypothetical performance in its materials, a practice that is uncommon among similar multi‑team advisers and that prospective clients should review alongside the firm’s disclosures. The advisor also maintains institutional relationships with major custodians that provide technology, trading and transition support — benefits the brochure notes and that can factor into how services are delivered.

To learn more about the advisors currently working at Saxon Financial Group, 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.