Overview

We are a geographically diverse group of Fee-Only financial planners and advisors, leveraging headquarters’ technology and support, to provide quality financial planning and investment advice. We are seeking like-minded planners or firms who enjoy their independence to team up with.

Join CGN Advisors, LLC, a Fee-Only SEC registered investment advisor, and let us take many of the compliance, operations, billing, software/tool selection and investment management functions off your plate so you can spend more time focusing on what truly matters–your clients. Build your own local brand as a DBA office of CGN Advisors, LLC, using our turn-key RIA platform.

Options to join the firm include, but are not limited to: merging in, acquisition, buy-sell succession plan, or joining as a "start-up". We also provide outsourced solutions to existing firms.

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