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

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

Teplitz Financial Group LLC provides investment advisory and financial planning services to a mix of individuals, trusts and estates, pension and profit‑sharing plans, charitable organizations, corporations, and other business entities, offering both discretionary and non‑discretionary portfolio management. The firm also operates a wrap‑fee program and acts as the program sponsor and portfolio manager for accounts participating in that program. TFG’s investment approach is grounded in modern portfolio theory, focusing on asset allocation and diversified portfolios implemented via mutual funds, ETFs, individual securities and fixed income, using predominantly a buy‑and‑hold horizon with shorter‑term trading when appropriate. The firm may engage sub‑advisors and uses custodian platforms such as SEI, Schwab and AssetMark for execution and administrative services while retaining ongoing oversight of client accounts; it manages roughly $132 million in client assets across its client base. Noteworthy distinctions for an independent, solo adviser include its role as a wrap‑fee program sponsor and its service to institutional‑type and non‑individual clients (pension/profit‑sharing plans, charitable organizations, and corporate/business clients), a client mix that is less common among peers. TFG discloses and attempts to manage affiliated relationships that can result in third‑party compensation (for example, sub‑advisor arrangements and insurance‑related referrals) and maintains compliance oversight and disclosure of those potential conflicts to clients.

To learn more about the advisors currently working at Teplitz 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.