We are an Independent, Fee-Only Financial Planning & Investment Management Firm.
OUR STORY
Our Focus is on You, Not Just the Numbers
We started CGN Advisors because we felt there was a different way—a better way—to do financial planning and investment management. As a fee-only advisory firm, we don’t sell investment or insurance products, so we don’t receive commissions or kickbacks for making recommendations. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice.
Why CGN Advisors?
We don’t answer to a big corporation, like a brokerage firm or a mutual fund company. We work with clients on a fiduciary basis, meaning our loyalty is to you, our client. With a combined 50+ years of experience in financial services and investments, we understand that each clients' situation is unique, and therefore do not offer "one size fits all solutions".
You have worked hard to get where you are, and to honor that we work hard to keep you headed in the right direction. We keep you accountable to your future self, so that you can focus on what matters most - the life you are living today.
Fee-Only Financial Planning
Investment Management
Retirement Plan Services
Business Consulting
Non-Profit & Institutional Consulting
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