ACCESS FINANCIAL GROUP, LLC

Overview

Access Financial Group, LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients as well as small businesses. The firm provides financial planning and portfolio management, charging either a percentage of assets under management or fixed fees. Investment activity is concentrated on equity exposure delivered primarily through exchange-traded instruments, supplemented by traditional fixed income and insurance products. The firm is not positioned as a multi-state or pension consultant specialist and does not emphasize ESG investing. Investment decision-making appears driven by third-party strategies rather than in-house private capital allocation; the firm reports using external managers for alternative exposure. Access Financial Group also maintains an industry relationship with an insurance company, consistent with its use of annuities and other insurance-based solutions within client portfolios.

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Public Holdings

Investments & Alternatives

Location & Offices