Embrace Independence and Thrive with CFG Advisors
CFG Advisors is a community united in independence. We are driven by a collaborative spirit and dedication to seeing you succeed. When you join our team, you will gain the support and guidance required to help you grow your practice from the ground up while you stay true to your values.
Wirehouse Advisors
Experienced Advisors
Exiting & Transitioning Advisors
Partners in Your Future Success
Our team operates on the principle that your success is our success. We work together, leveraging our collective expertise and experience to do what’s best for each other and our clients. Wherever you are in your career, we are partners in the growth of your practice.
Fundamental Experience to Give You Direction
Our principles of integrity, reliability, and personalized service have guided us through over 50 years of steadfast commitment to our clients, and they continue to define who we are today. We have been helping build lives and futures and we will continue to do so. Join us on this journey.
Intuitive and Collaborative Technology
AdviceWorks provides advisors with easy client collaboration and powerful insights into their financial situations. With an intuitive platform, customizable reports, and interactive tools, AdviceWorks empowers you to gain a deeper understanding of needs and goals, allowing you to deliver personalized advice with confidence.
A Goals-Based Planning Approach
We believe in the power of goal-based financial planning to help clients achieve their dreams. That's why we offer access to MoneyGuidePro®, a leading financial planning software that allows you to collaborate with clients to set clear, actionable goals and create personalized strategies to reach them.