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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)