A complete list of active advisors currently associated with Tull Financial Group, Inc.

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

Tull Financial Group provides investment management and financial planning to individuals, families, related trusts, and small- to larger-size employer retirement plans. The firm’s offerings include discretionary asset management under a Managed Asset Portfolio agreement, modular financial planning and investment proposals, hourly project work, and administrative and participant-education support for company retirement plans. TFG employs a tactical asset-allocation framework using a mix of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, and documents each client’s objectives and risk tolerance in a signed Investment Policy Statement tied to one of several designed portfolio models. Portfolios are reviewed periodically (at least annually or when triggered by events), and relationships commonly begin with an Investment Proposal or Financial Plan that can transition into ongoing discretionary management and household aggregation for fee breakpoints. Compared with many peers, TFG places more emphasis than typical on participant education and enrollment meetings for workplace retirement plans and makes use of custodial- and vendor-sponsored educational events; it also discloses operational use of AI tools for meeting notes and data aggregation to support decision-making. Other distinguishing details include a documented multi-generation family-planning approach and a defined set of portfolio models with stated short-term loss-probability targets, along with a discretionary MAP household minimum that the firm may waive.

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