A complete list of active advisors currently associated with TBG Investing

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

TBG Investing is a fee-only, independent registered investment adviser run by a sole advisor that provides discretionary investment management and both project-based and ongoing financial planning. The firm targets individual clients who meet a relatively high minimum account size (published at $300,000) and, per its disclosures, generally serves high-net-worth individuals rather than typical non‑HNW retail clients. Investment management is delivered on a discretionary basis and is grounded in Modern Portfolio Theory, with a preference for primarily passive portfolios while allowing active strategies or a combination of both. The firm builds portfolios using mutual funds, ETFs, and, when requested, individual securities, considers tax and liquidity factors and smart‑beta inputs, and offers customized socially responsible/ESG options and client‑imposed investment restrictions in writing. Compared with many independent advisers, TBG Investing is newly established and operates at a very small scale — roughly $3.44 million in assets under management across six client relationships — which can indicate a highly limited client base and a bespoke service model. The firm requires clients to custody assets at its recommended custodian (Charles Schwab) and relies on custodian reporting for account statements and performance, while its financial-planning engagements include upfront onboarding fees and a subsequent monthly retainer for ongoing services.

To learn more about the advisors currently working at TBG Investing, 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.