A complete list of active advisors currently associated with Tonjes Financial Group

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

Tonjes Financial Group is a fee‑only, fiduciary advisory firm that provides comprehensive financial planning and discretionary investment management for individuals, families, and business owners. Its services include retirement and education planning, tax‑aware strategy coordination, estate planning support, insurance analysis, and implementation assistance with outside professionals. The firm constructs portfolios using model-based allocations informed by Modern Portfolio Theory, time‑horizon asset dedication, fundamental analysis of investment vehicles, and tax‑sensitive asset location, and it performs periodic rebalancing and reviews. For execution and scalable portfolio administration it leverages a third‑party turnkey manager (Advyzon Investment Management) and the AIM/Nucleus model marketplace, including access to tax overlay services and personalized index tools, while retaining oversight of strategy selection and suitability. Tonjes Financial Group is notable for its common‑ownership affiliation with a separate tax and accounting practice (H&K Financial offered through TRBR, LLC), which the firm discloses and coordinates with under separate engagements. It also combines small‑firm, advisor‑level service with access to institutional third‑party platforms and offers both ongoing AUM management and hourly/project planning options, a mix that differs from many peers in its category.

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