THE FINANCIAL GROUP

Overview

The Financial Group is an independent registered investment adviser operating as a limited liability company that focuses on individuals and families. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges both a percentage-of-assets fee and may bill hourly for certain services. It is not positioned as a capital allocator and does not identify as an active ESG investor. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary asset class in client portfolios. The business model appears compact and hands‑on — the firm reports total assets managed on a discretionary basis, indicating portfolio managers typically have trading authority over client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices