A&G FINANCIAL MANAGEMENT, LLC

Overview

A&G Financial Management, LLC is an independent, owner-operated registered investment adviser that focuses on wealth management and financial planning for individuals, families and small business clients. The firm manages client relationships on a discretionary basis under a percentage-of-AUM fee model and concentrates its portfolios in public collective vehicles rather than in-house direct security selection. Advisory services include comprehensive financial planning and portfolio management for individuals/small businesses as well as for businesses or institutional-type accounts. The firm is not positioned as an ESG specialist and does not present itself as a multi-state or pension consultant adviser. A&G’s investment approach favors broad exposure delivered primarily through mutual funds and other public pooled products, with a tactical use of commodity allocations for alternative exposure. That structure suggests model or wrap-style portfolios built from third-party mutual fund managers and commodity strategies rather than bespoke single-stock or direct fixed-income ladders.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices