A complete list of active advisors currently associated with The Financial Advisory Group
Warmer can help you find a great advisor at The Financial Advisory Group or one who fits your needs even better.
The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, delivering comprehensive and segmented plans that cover areas such as asset/liability analysis, tax and estate considerations, retirement and education planning, and a recently added Cash Flow Plan. The firm states it will assist clients with implementation of plan recommendations throughout the contract period but does not act as a custodian for client funds. The firm's investment recommendations are grounded in fundamental security analysis and may include equities, mutual funds, municipal and corporate debt, variable insurance products and U.S. government securities. Implementation often occurs through the firm’s representatives in their other roles—as registered representatives and investment adviser representatives of LPL Financial and as licensed insurance agents—which the brochure discloses can create conflicts of interest the firm seeks to manage. Notable distinctions from many peer teams include that the firm reports no regulatory assets under management, does not take investment discretion or custody of client accounts, and does not offer asset-based (percentage-of-AUM) advisory services; its primary business emphasis is on planning and consulting rather than portfolio management. The firm’s staff hold professional planning credentials (including CFPs and tax- and student-loan-related certifications), and representatives disclose affiliations with LPL and insurance companies (e.g., Banner Life, MassMutual, Unum), which the brochure identifies as sources of separate compensation.
To learn more about the advisors currently working at The Financial Advisory Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
York, PA
| 3
| |
York, PA
| 25
| |
York, PA
| 34
| |
York, PA
| 9
|
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