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

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

The Perspective Group is an SEC-registered advisory firm that primarily serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan consulting, and brokerage access through LPL Financial. It manages roughly $225 million in discretionary assets across a few hundred client relationships and also provides hourly/project financial planning engagements and tax preparation services through a related tax practice. The firm builds customized asset allocations and model portfolios tailored to each client’s objectives and risk tolerance, using periodic review and rebalancing and offering access to LPL‑designed model portfolios and the algorithmic Guided Wealth Portfolios program. Technology features include WealthVision aggregation and secure document storage, and the firm discloses human oversight of AI tools used for note‑taking and research support. Notable differences from many peers include acting as a wrap‑fee program sponsor, maintaining affiliated tax preparation capabilities staffed by CFP‑ and CPA‑designated professionals and an Enrolled Agent, and having representatives who can sell insurance and variable annuity products through LPL. The firm’s close operational relationship with LPL (custody, brokerage execution, and non‑cash support) and its combination of advisory, tax, and brokerage/insurance activities are features it discloses as part of its practice.

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