A complete list of active advisors currently associated with The Financial Network Group

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

The Financial Network Group, Legacy Advisers provides investment advisory and financial planning services to individuals (including both non‑HNW and high‑net‑worth clients), trusts, estates, and small business entities. Offerings described in the brochure include portfolio management, budgeting and cash‑flow planning, legacy and estate planning, and related financial-management and tax/accounting support delivered in coordination with an affiliated accounting entity. The firm describes a structured, five‑phase advisory process and generally follows a buy‑and‑hold investment approach, with advisory fees charged on an asset‑based basis and billed in arrears. It accepts both discretionary and non‑discretionary mandates and reports managing about $5.5 million in client assets with less than half handled on a discretionary basis, meaning many transactions require client approval. Compared with peers, the firm is notable for combining a solo advisory practice with affiliated accounting and tax services through PRL Associates and for the principal’s long background in large financial institutions and audit/accounting roles. The brochure also notes that the adviser routinely recommends custodians, does not act as a broker‑dealer or provide custodial services itself, and may receive software or platform access via soft‑dollar arrangements.

To learn more about the advisors currently working at The Financial Network 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.