A complete list of active advisors currently associated with SGL Financial, LLC

Warmer can help you find a great advisor at SGL Financial, LLC or one who fits your needs even better.

SGL Financial, LLC is a fee‑based investment management and financial planning firm that serves financially established individuals, high‑net‑worth households, small businesses and retirement plans. The 15‑advisor team manages roughly $416 million across about 883 client relationships and offers ongoing portfolio management, financial planning and consulting services. The firm documents client objectives in individualized Investment Policy Statements and conducts periodic portfolio reviews, emphasizing diversification and multi‑year investment horizons. SGL commonly implements client strategies through vetted sub‑advisers and third‑party money managers; it has a contractually exclusive sub‑advisory relationship with Savant Capital under which clients pay a single advisory fee that includes any sub‑adviser compensation. SGL distributes client education and communications, including a quarterly market‑update/investment newsletter and supplemental retirement and informational articles, as part of its client service model. The firm is affiliated with SGL Tax Advisory, LLC (offering tax‑preparation services) and discloses that use of its sub‑adviser and custodian platforms can affect availability of certain funds or share classes.

To learn more about the advisors currently working at SGL Financial, LLC, 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.