A complete list of active advisors currently associated with Selleck Financial Group

Warmer can help you find a great advisor at Selleck Financial Group or one who fits your needs even better.

Selleck Financial Group provides financial planning and portfolio management services to individuals, high‑net‑worth clients, small businesses, and retirement plan sponsors, and also offers investment and business consultation. The firm conducts periodic educational workshops on topics such as retirement strategies, education funding, tax and estate planning, and provides tax preparation services through its principal. The firm’s investment approach emphasizes strategic asset allocation with a focus on capital preservation and income generation, employing a blend of fundamental and technical analysis and using a mix of mutual funds, ETFs, individual equities, fixed income securities, REITs and MLPs with periodic rebalancing. Portfolios are managed on either a discretionary or nondiscretionary basis and are built around client-specific investment guidelines and allowable account restrictions. Distinctive features include the firm’s regular complimentary public seminars and the availability of limited planning engagements billed on an hourly basis, both of which are uncommon among peers in this adviser category. The principal holds CFP® and Enrolled Agent (EA) credentials and provides tax preparation for clients and non‑clients, a practice that broadens the firm’s service set and can affect how tax and investment advice are coordinated.

To learn more about the advisors currently working at Selleck Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.