A complete list of active advisors currently associated with Tingey Financial Group Inc.

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

Tingey Financial Group, Inc. is a fee‑based investment adviser that manages discretionary and non‑discretionary portfolios for individuals and a range of institutional clients, including trusts, foundations, corporations, pension and 401(k) plans. The firm provides personalized portfolio management and has recently added financial planning and other consulting services on an as‑requested basis. The firm’s investment approach is fundamentally value‑oriented, supplemented by technical and cyclical analysis, with a low‑turnover emphasis and a liquidity focus; fixed‑income holdings are generally held to maturity to prioritize credit quality and reduce transaction costs. Clients choose among Growth, Balanced, and Income objectives that establish asset‑allocation ranges guiding discretionary management, and the adviser will accommodate client‑imposed restrictions on specific securities or sectors. Noteworthy features in the brochure include regular client communications — quarterly newsletters and periodic market commentaries plus optional annual educational meetings — which the firm provides at no additional charge. The brochure also highlights that the firm is newly formed but operates with an investment committee, a formal code of ethics addressing personal and proprietary trading (including periodic internal audits), and offers occasional non‑investment consulting such as expert‑witness services billed hourly.

To learn more about the advisors currently working at Tingey Financial 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.