A complete list of active advisors currently associated with Tartan Financial Group, LLC

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

Tartan Financial Group provides ongoing portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm prepares written investment policy statements and delivers tailored investment programs that reflect each client’s goals, time horizon and risk tolerance, while generally charging asset‑based advisory fees like most independent advisers. The firm’s investment approach combines multiple methods of analysis — including fundamental, quantitative, technical, charting and modern portfolio theory — and employs both long‑ and short‑term trading as well as margin and options strategies. Portfolios may include mutual funds, ETFs, equities, fixed income, REITs, commodities and private placements, and the firm typically seeks discretionary trading authority while accounting for held‑away assets, concentrated positions and client liquidity needs. Distinctive features include an explicit pension consulting practice that covers 401(k) plan design, manager recommendations and ongoing monitoring, a service less commonly offered by peers of this size. The firm is recently formed and reported no discretionary or non‑discretionary assets as of May 2026, requires clients to use Schwab Institutional for custody, and discloses that its management engages in outside broker‑dealer and advisory activities that may create potential conflicts of interest.

To learn more about the advisors currently working at Tartan Financial 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.