FLETCHER FINANCIAL GROUP

Overview

Fletcher Financial Group is an independent registered investment adviser that focuses on serving individual and family clients, including small business owners. The firm combines discretionary portfolio management with financial planning and operates an insurance brokerage alongside advisory services, which shapes the mix of fee-for-service and commission-based offerings it delivers. Investment activity is equity-focused: the firm leans heavily on exchange-traded equities and ETFs for public-market exposure and reports being an active ESG investor, suggesting environmental, social and governance considerations are integrated into security selection and manager due diligence. Fletcher Financial Group does not act as a capital allocator in-house; instead it uses third-party managers for specialized exposures. Advisory services center on fee-based AUM relationships augmented by commissionable products—most notably annuities—so clients encounter a hybrid compensation model. The firm provides discretionary management across its client base, enabling portfolio rebalancing, tactical adjustments and manager selection without seeking client approval for each trade.

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Location & Offices