A complete list of active advisors currently associated with The Pension Group

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

The Pension Group provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. Its Form ADV describes services that include portfolio management (frequently coordinated with third‑party managers), tax and cash‑flow planning, insurance and estate planning, and tailored financial plans. TPG’s investment approach is grounded in Modern Portfolio Theory and long‑term strategic asset allocation, with implementation often delegated to co‑advisory, sub‑advisory, or referral managers who perform portfolio analysis and trade execution. Accounts are typically managed on a discretionary basis with periodic reviews (at least quarterly), client‑specific risk profiles, and custody maintained at independent qualified custodians. Noteworthy features relative to peers include a high client‑per‑advisor ratio—about 599 clients served by three advisors—which is uncommon for firms in its category and suggests substantial delegation and reliance on third‑party relationships. The firm also documents co‑advisory/fee‑sharing arrangements, the use of service providers that incorporate artificial intelligence and machine‑learning (with due‑diligence practices to address those risks), and the use of limited transfer authorizations that can create constrained custody responsibilities.

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