A complete list of active advisors currently associated with The Financial Coaching Group, Inc.

Warmer can help you find a great advisor at The Financial Coaching Group, Inc. or one who fits your needs even better.

The Financial Coaching Group, Inc. serves primarily individual clients — including high‑net‑worth households — and also works with businesses, charities and small pension plans. Its services include financial planning (written plans and consultations), ongoing portfolio management, and recommendations or referrals to third‑party money managers. The firm’s investment approach emphasizes fundamental security analysis and generally conservative, low‑turnover portfolios tailored to each client’s goals and risk tolerance. Portfolios are routinely monitored and rebalanced, and the firm frequently recommends and oversees third‑party money managers, including managers that invest in alternative investments. Notably, the majority of the firm’s assets are managed on a non‑discretionary basis ($23,793,440 non‑discretionary versus $4,195,659 discretionary as of 12/31/2025), which is uncommon among peers. Representatives are also licensed insurance agents who may sell commission‑based insurance products separate from advisory fees, and the firm discloses that it shares fees with recommended third‑party money managers, creating a potential conflict of interest.

To learn more about the advisors currently working at The Financial Coaching Group, Inc., 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.