A complete list of active advisors currently associated with Senior Tax Advisory Group, Inc.

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

Senior Tax Advisory Group, Inc. serves individual clients, including high‑net‑worth individuals, by recommending and monitoring third‑party investment advisers to manage client accounts. The firm reports discretionary management of model‑based portfolios and approximately $122.8 million in assets under management. The firm uses an asset‑allocation approach that relies largely on exchange‑traded funds and client suitability information to select one or more co‑adviser model portfolios. Co‑advisers are responsible for portfolio management, trading, reporting and custodian reconciliation while Senior Tax Advisory Group conducts ongoing monitoring and retains authority to establish or terminate co‑advisers and reallocate accounts among models. Noteworthy features include a high client load—about 800 clients served by three advisors—which suggests a more standardized, model‑driven service structure than firms with lower client‑to‑advisor ratios. The firm is affiliated with a licensed insurance agency and its owners and associates may receive commissions for insurance products, a disclosed conflict of interest the firm says it seeks to mitigate.

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