A complete list of active advisors currently associated with TGS Financial Advisors

Warmer can help you find a great advisor at TGS Financial Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at TGS Financial Advisors, 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.