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

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

The Getzen Group provides investment advisory, discretionary portfolio management, and wealth-management consulting (WMCS®) to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Services include tailored written wealth plans, modular financial planning and ongoing portfolio supervision. The firm typically implements client-specific written investment policies and manages accounts on a discretionary basis with continuous supervision and periodic re-optimization. Security analysis combines charting, fundamental, technical and cyclical methods, and strategies range from long-term buy-and-hold to trading, options and margin, with portfolios capable of holding both traditional and alternative or less-liquid instruments. The firm also operates as a licensed insurance broker/agent and may effect insurance transactions for clients that generate commissions, and it maintains a wholly owned tax-preparation subsidiary that can provide tax services. The availability of a wide range of investment types — including futures, private equity, illiquid credit instruments and hedge funds — together with modular planning and hourly consulting options, distinguishes its service mix from many peers.

To learn more about the advisors currently working at The Getzen 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.