Tilson Financial Group Inc

Michael Mcgrady is a CFP® with 25 years of industry experience and is affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services INC since 2012. In addition to his financial advisory role, he is Co-President of Tropeano & McGrady, P.C., an accounting practice providing accounting and tax services. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach emphasizes globally diversified, multi-asset class portfolios based on Modern Portfolio Theory and includes periodic rebalancing and fixed-fee financial planning services.

Judith Lutzy is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Tilson Financial Group Inc and American Portfolios Financial Services Inc, where she has worked since 2010 and 2012, respectively. Lutzy also operates as an independent insurance broker. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm utilizes a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios and offers both discretionary and non-discretionary management tailored to client objectives.

Robert Tilson is a financial advisor at Tilson Financial Group Inc with 16 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Tilson Financial Group in 2016, he worked at Gabelli & Company, Inc. for six years. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as charitable organizations, pension plans, trusts, and business entities. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and offers tailored portfolio management alongside fixed-fee financial planning services.

Eric Tilson is a CFP® with seven years of industry experience. He has worked at Tilson Financial Group since 2021, following roles at PGIM Fixed Income and Prudential Insurance. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as charitable organizations, pension and profit-sharing plans, trusts, and businesses. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management.

John Prokop is a CFP® and CFA® with 22 years of industry experience. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm uses a Modern Portfolio Theory–based approach with globally diversified, multi-asset class portfolios and offers both discretionary and non-discretionary management tailored to client objectives.

Robert Tilson is a CFP® with 38 years of experience in the financial industry, currently serving as a principal at Tilson Financial Group Inc. He has been with Tilson Financial Group since 1991 and with American Portfolios Financial Services Inc. since 2012. Tilson is also an independent insurance broker and serves as vice president and board member of the Joan Capps Foundation, where he evaluates charities and advises on tax and investment matters. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm utilizes a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary portfolio management tailored to client objectives.

Leo Tropeano is a financial advisor with Tilson Financial Group Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Tilson Financial Group since 1999 and also serves as Co-President of Tropeano & McGrady, PC, an accounting practice providing tax and accounting services. Tilson Financial Group offers investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers to tailor portfolios to client objectives.

Anthony Lupo is a CFP® professional with four years of industry experience, currently affiliated with Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, working within a team of eight advisors. Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and offers tailored recommendations alongside periodic portfolio rebalancing and fixed-fee consulting services.