A complete list of active advisors currently associated with Transcend Advisor Group, LLC

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

Transcend Advisor Group provides ongoing portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutional clients. The firm manages both discretionary and non-discretionary accounts, prepares individualized Investment Policy Statements, and generally charges percentage-of-AUM advisory fees. The firm’s investment process blends fundamental, technical, and cyclical analysis and uses both strategic and tactical asset-allocation approaches; it may employ short-term trading, covered options, margin, and leveraged or inverse ETF/N positions when aligned with client objectives. Accounts are monitored regularly, reviewed at least annually or on material events, and the firm commonly exercises discretionary trading authority consistent with each client’s Investment Policy Statement. A distinctive feature of the firm is that management maintains several outside business activities, including ownership interests in real estate rental and property ventures and operation of tax-preparation businesses, alongside insurance and broker-dealer activities; these relationships are disclosed in the Form ADV. The firm addresses potential conflicts arising from those affiliations through its Code of Ethics, disclosure practices, and solicitor and referral disclosures, which is less common among similarly sized team firms.

To learn more about the advisors currently working at Transcend Advisor 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.