Tgs Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TGS Financial Advisors provides discretionary investment management, financial planning, and related consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm conducts advisory services exclusively through its wrap fee programs, including a firm-branded wrap program and a TriageMD Medical Professional Program, and offers both discretionary and non-discretionary engagements.
The firm implements portfolios using mutual funds, ETFs, sub-advisors (including AMS-managed programs), and a mix of long- and short-term strategies while treating cash as an asset class; certain strategies may employ options. TGS supplements its investment process and client reporting with third-party platforms (eMoney/ByAllAccounts, FP Alpha) and maintains an AI policy and oversight for any artificial intelligence tools used in analysis or client materials.
Distinctive features noted in the brochure include TGS’s role as a wrap-fee program sponsor (rather than solely participating as a sub-advisor), the production of periodicals/newsletters and delivery of educational seminars or workshops for clients, and a time-limited TriageMD program focused on early-career medical professionals. The firm also integrates a commission-free insurance platform (DPL) into planning and uses sub-advisory relationships to allocate specialized management when appropriate.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Initial Proposal fee generally ranges between $4,000 and $8,000; Financial planning and consulting fees generally range from $1,000 to $10,000 fixed fee basis; TriageMD Foundations Plan one-time fee is $3,500.
0.75% to 1.25% annually (wrap program fee varies based on account size and other factors)
Fee-only: Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis; Initial Proposal fee generally ranges between $4,000 and $8,000; TriageMD Foundations Plan one-time fee is $3,500; Annual TGS Medical Professional Program fee is $7,000 charged $1,750 per quarter.
Main office
100 W. Matsonford Road, Building 3, Suite 304
Radnor PA 19087
Advisors at this office
7
Most active in
California · Delaware · Florida · Georgia · Louisiana · Maryland · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Professional Financial Advisors Inc · Tgs Financial Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas R
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Thomas Rylko is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. He has been with TGS Financial Advisors since 2015. TGS Financial Advisors offers discretionary investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm manages portfolios using a variety of strategies and invests through mutual funds, ETFs, and sub-advisors, including specialized programs for medical professionals.
Marvin B
CFP®, Series 66
Radnor, PA
Tgs Financial Advisors
Marvin Barron III is a CFP® with 15 years of experience currently serving at TGS Financial Advisors, where he has worked since 2003 in multiple tenures. His prior experience includes eight years as a self-employed advisor. Outside of financial advising, he is the proprietor of MLB Consulting, offering personal coaching focused on personal growth topics. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including mutual funds, ETFs, and options, supported by third-party platforms and AI oversight.
James H
CFP®, ChFC®, Series 63, Series 65
Radnor, PA
Tgs Financial Advisors
James Hemphill is a CFP® and ChFC® with 35 years of industry experience. He has worked at TGS Financial Advisors in Radnor, PA, for a total of 32 years, including his current tenure since 2007. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs, including a specialized program for medical professionals, and employs a diversified investment approach using mutual funds, ETFs, sub-advisors, and a mix of long- and short-term strategies.
Audrey L
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Audrey Libois is a CFP® with 15 years of industry experience and has been with TGS Financial Advisors since 2010. She is based in Radnor, PA, and holds a Series 65 license. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management, financial planning, and consulting. The firm offers advisory services primarily via wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options, supplemented by third-party technology and a structured AI oversight policy.
Yousef A
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.
Caroline K
Series 65
Radnor, PA
Tgs Financial Advisors
Caroline Kiser is a financial advisor at TGS Financial Advisors with a Series 65 designation and one year of industry experience. Her background includes roles in education and analytics before joining TGS Financial Advisors. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, supported by third-party platforms and AI oversight.
Richard B
Series 65
Radnor, PA
Tgs Financial Advisors
Richard Boyle is a financial advisor at TGS Financial Advisors with a Series 65 designation. He has one year of industry experience and a background in media production, having worked at several content and production companies prior to joining TGS. TGS Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers both discretionary and non-discretionary advisory services through wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options.
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