A complete list of active advisors currently associated with The Retirement Optimization Group, LLC

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

The Retirement Optimization Group provides financial consulting, estate-planning support, and educational seminars primarily to individual and high-net-worth clients. Rather than directly managing client portfolios, the firm refers clients to third‑party money managers, assists with onboarding and ongoing liaison services, and delivers financial planning reports and tools such as a Generational Vault, Social Security Maximization Report, Color of Money Risk Analysis, Morningstar portfolio analysis, and a Retirement Compass Report. Investment guidance is implemented through recommended third‑party managers (clients engage those managers under separate contracts), and TROG does not exercise discretionary trading authority over client accounts. The firm discloses that it receives referral fees and an ongoing portion of advisory fees from those managers and that clients are billed under the third‑party manager’s fee schedule rather than by TROG on a percentage‑of‑assets basis. Distinctive features include an affiliation with insurance activities (the firm’s principal conducts insurance sales through a separate business) and the regular offering of free, educational seminars and workshops for the public. TROG also provides limited‑scope estate planning support using the Estate Guru platform (while not providing legal advice or document drafting) and maintains a formal referral and incentive arrangement with Gradient Investments as one of its primary third‑party managers.

To learn more about the advisors currently working at The Retirement Optimization Group, LLC, 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.