Advisors at this firm
Thomas R
CFP®, Series 65
Radnor, PA
TGS Financial Advisors
Thomas Rylko is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2015. He holds the Series 65 designation and is based in Radnor, PA. TGS Financial Advisors is a team of seven professionals serving individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, with a distinctive focus on wrap-fee programs and a specialized advisory track for medical professionals.
Marvin B
CFP®, Series 66
Radnor, PA
TGS Financial Advisors
Marvin Barron is a CFP® with 14 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2022. Prior to joining TGS, he was self-employed for eight years. Outside of his financial advisory role, he operates MLB Consulting, providing personal coaching focused on personal growth topics. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals.
James H
CFP®, ChFC®, Series 63, Series 65
Radnor, PA
TGS Financial Advisors
James Hemphill is a CFP® and ChFC® with 34 years of industry experience. He has been with TGS Financial Advisors since 2007, part of a seven-advisor team based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and providing a specialized advisory track for medical professionals through its TriageMD offering.
Audrey L
CFP®, Series 65
Radnor, PA
TGS Financial Advisors
Audrey Libois is a CFP® professional with 14 years of industry experience, currently serving at TGS Financial Advisors since 2010. She holds a Series 65 license and is based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans by providing investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals through its TriageMD program.
Yousef A
Series 65
Radnor, PA
TGS Financial Advisors
Yousef Almbaid is a financial advisor at TGS Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm operates two wrap-fee programs and provides a specialized advisory track for new medical professionals.
Caroline K
Series 65
Radnor, PA
TGS Financial Advisors
Caroline Kiser is a financial advisor at TGS Financial Advisors in Radnor, PA, holding a Series 65 designation. She joined the firm in 2024 and has experience working in educational and analytics roles prior to her advisory position. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans by providing investment management, financial planning, and consulting services through wrap-fee programs. The firm’s investment approach includes mutual funds, ETFs, sub-advisors, and a combination of fundamental and technical analysis, with a specialized advisory track for medical professionals.