A complete list of active advisors currently associated with Transcendent Capital Group

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

Transcendent Capital Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients and corporations, offering both discretionary and non‑discretionary managed accounts and written financial plans; like many team firms, it generally charges asset‑based advisory fees. The firm operates as a multi‑advisor team and also facilitates access to third‑party sub‑advisers and wrap programs as part of its managed account offerings. Investment advice is tailored to client goals, risk tolerance and time horizon, with advisors offering multiple portfolio options that range from conservative income to aggressive growth and ongoing monitoring to maintain alignment with client objectives. Methodologies span broad asset allocation and dollar‑cost averaging to more tactical techniques such as technical analysis, and the firm makes selective use of structured ETF products (including buffer ETFs) and sub‑advisers in constructing portfolios. Noteworthy operational features include a firm policy requiring managed account clients to custody assets at Raymond James, which may affect execution, reporting and research access, and the availability of sub‑advisers and wrap arrangements. Several advisory personnel also maintain broker‑dealer and insurance licenses and may earn separate commission‑based or insurance compensation in addition to advisory fees; the firm discloses these potential conflicts and has written policies to manage them while allowing individual advisors to apply their own management approaches.

To learn more about the advisors currently working at Transcendent Capital 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.