Florin Group, LLC

Florin Group provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations, with a practice oriented toward high‑net‑worth and multigenerational households. The firm offers ongoing portfolio management, written financial plans and implementation support, and may recommend other professionals to assist with tax, legal, or insurance matters.

The firm develops client‑specific investment policy statements and asset allocations using tools such as Riskalyze and Morningstar, and manages accounts on either a discretionary or non‑discretionary basis across mutual funds, ETFs, equities and fixed income. Florin may engage in short‑term trading and selective short sales when consistent with a client’s risk tolerance and emphasizes tax‑aware implementation while advising clients to consult tax professionals.

Florin’s advisory approach highlights multigenerational engagement and includes senior‑care planning and assisted‑living fee negotiation as part of its financial planning services, and the brochure discloses an additional $82 million in assets under advisement in addition to its assets under management. The firm’s professionals are also licensed insurance agents who may receive commissions for insurance sales, a potential conflict the firm discloses and addresses through its Code of Ethics and client disclosures.