THE PUTNEY FINANCIAL GROUP LLC

Overview

The Putney Financial Group LLC is an independent advisory firm founded and SEC‑registered in 2004 that serves both individual/family and institutional clients. The firm operates as a limited liability company with individual ownership and concentrates on fee‑based financial planning and discretionary portfolio management for individuals and small businesses. Its advisory offering also includes published client communications and educational seminars and workshops, reflecting a practice that combines ongoing portfolio oversight with client education. Investment preferences skew toward equities—both individual exchange‑traded securities and ETF exposures—used as the primary building blocks of client portfolios. The firm offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees) and maintains relationships with broker‑dealers, other advisers, accounting firms and insurance companies to support planning, custody and product access. The Putney Financial Group was included on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices