Collierville, TN Office
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Tlg Advisors, Inc.
Enterprise
Firm-wide stats for Tlg Advisors, Inc.
About
TLG Advisors, Inc. serves a broad client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans through a network of independent investment advisor representatives and sub‑advisors.
The firm’s investment process centers on manager selection and ongoing monitoring, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios; many client accounts are managed through sub‑advisors and program platforms. TLG also offers a direct-to-consumer digital program, Starlight Portfolios, which allocates across six to 12 risk classes and three fund management styles based on a risk questionnaire, with quarterly portfolio reviews and tactical adjustments as market conditions dictate.
What distinguishes TLG from many peers is its web of corporate affiliations and interfirm relationships disclosed in the brochure: it is owned by Simplicity Financial Marketing Holdings, shares personnel and arrangements with The Leaders Group broker‑dealer, and identifies several affiliated RIAs, broker‑dealers and insurance entities. The brochure also notes that some advisors may be related to law firms or other financial firms, that the firm may select and compensate other advisors via referral or solicitor arrangements, and that it works with a range of institutional counterparties beyond typical retail clients.
Based on Tlg Advisors, Inc.
Expertise
Based on Tlg Advisors, Inc.
Location
185 N Main Street
Collierville TN 38017
Advisors at this office
3
Advisors at this office
Charles A
CFP®, ChFC®, Series 63
Collierville, TN
Tlg Advisors, Inc.
Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.
Bruce M
CFP®, Series 66
Collierville, TN
Tlg Advisors, Inc.
Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.
Stephen S
Series 66
Colliersville, TN
Tlg Advisors, Inc.
Stephen Stamps is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc., MAS Advisors LLC, Advantage Investment Management LLC, and LPL Financial LLC. He is also affiliated with Wealth Strategies Group, where he advises clients on financial goals and investment planning. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering a range of services from portfolio management to fiduciary oversight and a digital program called Starlight Portfolios.
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