Erie, PA 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
Erie PA
Advisors at this office
2
Advisors at this office
Mary S
Series 63, Series 65
Erie, PA
Tlg Advisors, Inc.
Mary Schaaf is a financial advisor with TLG Advisors, Inc. based in Erie, PA. She holds Series 63 and Series 65 credentials and has 46 years of industry experience. Her prior work includes roles at The Leaders Group Inc and North Coast Brokerage/Capitas Financial, and she served in Erie County from 2012 to 2020. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.
Wade R
Series 66
Erie, PA
Tlg Advisors, Inc.
Wade Root is a financial advisor with TLG Advisors, Inc. in Erie, PA, holding a Series 66 designation and nine years of industry experience. His career includes roles at The Leaders Group Inc., RBC Capital Markets, LLC, Cambridge Investment Research Inc., and Hubbard-Bert, Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving 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 use fundamental analysis and Modern Portfolio Theory to construct and monitor client portfolios.
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