Why CFG?
We help you live a profoundly great life
Who We Are
Experienced.
CFG’s roots date back to its start in Central Florida in 1976. Through its affiliated Registered Investment Advisor, Certified Advisory Corp, our professionals have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area, and our CFP® professionals have nearly 300 years of combined experience.
Knowledgeable.
Our CFP® professionals are trained in all areas of financial planning. We adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional, allowing us to provide the most comprehensive and up-to-date advice. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation.
Focused On you.
When it comes to managing your money, there’s a world of difference between a stockbroker and an investment advisory representative. One works for the firm. The other works for you. An investment advisory representative must serve as a fiduciary—a person legally required to act in your best interests. Our CFP® professionals, as investment advisory representatives, have been serving as fiduciaries for years. Along with the designations below, our firm’s independent status and fee approach allows us to focus exclusively on you.
Our Commitment to You
Transparent
Everything we do, from our fee structure to our advice, will be straightforward, upfront and easy to understand.
Easy to Use
You want an experience that is nearly effortless and that’s what we provide. We’re focused on giving you more free time, not filling it up.
Collaborative
We value partnerships, which is why you’ll have your own personal advisor who focuses on your needs, not just your assets.
Powerful Technology
Innovation drives us and allows us to bring you the very best tools and technology available, anywhere.
Education
We live and breathe financial planning and we know you don’t, so educating you on the best way to manage your finances is our forte.
Your Best Interest
You deserve a partner who operates with your best interest ahead of their own. At all times. Period.
The Benefits of CFG
Certified Financial Planner ™
Certified Financial Planner Board of Standards Inc. owns the certification mark Certified Financial Planner™ and CFP®.
The CFP® certification is granted to those individuals who have met rigorous professional standards and have agreed to adhere to the CFP Board’s principles.
CEFEX Certification
Awarded to firms that meet the highest standards of fiduciary excellence in their investment management, governance and operational processes, a distinction held by fewer than 1% of advisors nationally.
Powered By
CFG’s roots date back to its start in Central Florida in 1976, and the professionals of CFG have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area.
Our Beliefs
We believe that financial planning and investing should be driven by your personal aspirations for life experiences and your family values. We also believe that our investment methodology must be rooted in solid academic research conducted by the best and the brightest researchers and investors. The following belief system guides every step, every interaction and every decision we make on your behalf: