A complete list of active advisors currently associated with The Change Advisory Group, LLC

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

The Change Advisory Group primarily serves high‑net‑worth individuals and related personal, trust, and retirement accounts, providing discretionary and non‑discretionary portfolio management alongside modular financial planning and consulting services. The two‑advisor firm manages roughly $75 million in client assets and builds portfolios using individual equities and fixed income, mutual funds, ETFs, and other publicly traded vehicles. Investment decisions are guided by client‑specific asset allocation, risk tolerance, tax considerations, and the firm’s market outlooks, with offered strategies that include equity growth, dividend income, and diversified balanced portfolios. The firm routinely addresses client constraints such as low‑basis inherited positions or concentrated employer stock and may transition holdings over time to manage tax and risk implications. A firm principal is licensed as an insurance agent and the brochure discloses that the firm may recommend and implement insurance products for which separate compensation is received, with disclosures and steps intended to mitigate conflicts of interest. The firm also offers financial planning via fixed‑fee modules, hourly work, or an annual retainer that includes quarterly follow‑ups and coordinated strategy meetings with clients’ other advisors, and it participates in institutional custody programs (Charles Schwab and Interactive Brokers) that provide practice support in addition to custody.

To learn more about the advisors currently working at The Change Advisory 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.