A complete list of active advisors currently associated with Tolley Financial Group, LLC

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

Tolley Financial Group, LLC is an SEC-registered independent investment adviser that manages about $122 million for roughly 170 clients, serving individuals, high‑net‑worth investors, and plan sponsors including pension and profit‑sharing plans. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for plan sponsors and plan participants. The firm develops individualized investment policies and implements portfolios using a mix of fundamental and technical analysis and both passive and active instruments, and it advises high‑net‑worth clients on Delaware Statutory Trusts and IRC §1031 exchanges for tax‑deferral strategies. For retirement plans it offers consulting services that can include investment policy development, mutual fund selection and monitoring, vendor coordination, participant education, and the option to act as either a non‑discretionary or discretionary ERISA fiduciary. Compared with many independent, solo‑practitioner advisers, Tolley Financial’s work with pension and profit‑sharing plans and its provision of pension consulting and fiduciary plan services is relatively uncommon. The firm is operated by a single managing member who is also a licensed insurance agent (approximately 15% of his time) and discloses limited succession planning in the event of the principal’s death or disability, factors that prospective clients may consider regarding potential conflicts of interest and service continuity.

To learn more about the advisors currently working at Tolley Financial Group, LLC, 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.