Fort Wayne, IN S Harrison Street 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
1301 S Harrison Street
Fort Wayne IN 46802
Advisors at this office
3
Advisors at this office
Curtis H
CFP®, Series 65, Series 63
Fort Wayne, IN
Tlg Advisors, Inc.
Curtis Holland is a CFP®-credentialed financial advisor with three years of industry experience. He currently works with TLG Advisors, Inc. in Fort Wayne, IN, and has prior experience at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory work, he mentors and assists in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, offering services through a network of independent advisors and sub-advisors, as well as a direct-to-consumer digital platform called Starlight Portfolios.
Patrick H
CFP®, Series 63, Series 65
Fort Wayne, IN
Tlg Advisors, Inc.
Patrick Hoffman is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Investments, Lincoln Financial, Truist, Vanguard, Bank of America, Merrill, and Legg Mason. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.
Clark N
Series 66
Fort Wayne, IN
Tlg Advisors, Inc.
Clark Newell is a financial advisor at TLG Advisors, Inc. based in Fort Wayne, IN, holding a Series 66 designation with 20 years of industry experience. His prior work history includes roles at Lincoln Financial Advisors from 2014 to 2024 and Lincoln Financial from 2024 to present, as well as a position at Simplicity Investments starting in 2026. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm’s investment approach emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both traditional advisory services and a digital program called Starlight Portfolios.
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