A complete list of active advisors currently associated with The SEB Group, Inc.

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

The SEB Group, Inc. provides financial planning and consulting to individuals, including high‑net‑worth clients, as well as to trusts, estates, and retirement plan sponsors. The firm also offers tax return preparation and small‑business accounting support alongside its planning and consulting modules. SEB delivers written financial plans and targeted consulting (for example, portfolio reviews, insurance, retirement, estate and divorce analyses) after in‑depth interviews and fundamental research using sources such as Morningstar and Zacks. The firm does not provide asset management, does not accept discretionary authority or custody of client assets, and leaves implementation decisions to clients and their chosen brokers or other professionals. Notably, SEB does not offer portfolio management for individual accounts nor charge percentage‑of‑assets fees; instead it provides advice on an hourly consulting basis and limits recommendations to asset‑allocation guidance rather than specific securities. The principal also devotes a substantial portion of practice time to tax preparation and small‑business services, which is a prominent component of the firm’s service mix compared with many peers.

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