A complete list of active advisors currently associated with Senior Advisory Group, LLC

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

Senior Advisory Group, LLC provides personalized financial planning and consulting and refers clients to third‑party money managers, primarily serving individual and high‑net‑worth clients. Its advisory work covers retirement planning, estate and tax considerations, insurance review, and preparation of written financial plans. The firm does not custodian or directly manage client portfolios; instead it evaluates client situations, delivers plans, and facilitates relationships with outside money managers who handle custody and investment execution. Advisory agreements are structured around negotiable fixed planning arrangements while investment management and custody are provided and billed by the selected third‑party managers; the firm does not exercise trading discretion or routinely vote client proxies. Distinctive features include an affiliation with an insurance business through which the managing member offers insurance products and spends a majority of their time, a relationship the brochure discloses as a potential conflict of interest managed through disclosure and fiduciary obligations. The firm also does not provide direct portfolio management or charge its own percentage‑of‑assets fees, instead operating as a small, solo advisor that refers accounts to and shares fees with external managers.

To learn more about the advisors currently working at Senior Advisory 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.