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

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

The Planning Group serves individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities through a multi-advisor team, offering discretionary portfolio management and financial planning tailored to each client's goals. The firm documents client objectives and constraints in an Investment Policy Statement and may refer portions of client assets to third-party advisers; there is no stated account minimum. TPG’s investment process combines fundamental analysis and modern portfolio theory to build long-term, asset-allocation-driven portfolios, with discretionary trading authority and monthly reviews and quarterly custodian reporting. The firm primarily implements strategies via mutual funds and ETFs but may use options (including covered and uncovered strategies) for certain clients, and it requires clients to custody assets at a specified institutional custodian. Noteworthy differences from many peers include that several firm principals are licensed insurance agents who may offer commissionable insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest and clarifies is optional for clients. The firm also routinely uses standing transfer authorizations that create limited custody and may refer clients to outside money managers without conducting ongoing performance oversight of those managers.

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