SELECT FINANCIAL SERVICES GROUP, INC.

Overview

Select Financial Services Group, Inc. is an independent, owner-operated registered investment adviser organized as a corporation that concentrates on financial planning for individual and family clients. The firm charges fee-for-service pricing, using hourly and fixed-fee engagement models rather than asset-based advisory fees, and does not act as a capital allocator. Its advisory scope, as reported, is concentrated on financial planning rather than institutional pension consulting or multi-state advisory mandates. The firm is not identified as an active ESG investor. On the investment side, Select Financial Services Group leans on pooled vehicles and third-party managers rather than in-house direct investing. Mutual funds serve as core public market exposures and real estate is called out as the firm’s alternative allocation — typically executed through external real estate managers or pooled real estate vehicles rather than direct principal investing, given the firm’s classification and scale.

Assets & Accounts

Investments & Alternatives

Location & Offices