Your Future, Your Way
See why experienced advisors choose to partner with CFG
Run your business the way you envision it with the right resources behind you.
Our 70+ staff members are here for you. You own your client relationships, and we treat you, the advisor, like our client. It’s our responsibility to help you build the business you have always envisioned.
Supported
Independence
We empower advisors to operate independently while providing the resources, expertise, and personal attention of a boutique firm. Our Advisor-Centric Resource Model is fully customizable to meet your specific needs. Focus on the big picture while we handle the details that drive your success.
Open
Architecture
You have the freedom to construct financial plans that align with your clients' goals. With full access to a broad suite of investment solutions and no pressure to sell specific products, you can focus on what matters most – delivering the best possible outcomes for those you serve.
Innovative
Technology
Our technology solutions are built with a human-centric approach, leveraging cutting-edge innovations in an industry that’s often slow to adapt. From advanced systems to streamlined operations to tools designed to enhance client relationships, our resources empower you to manage your practice more effectively and efficiently.
Competitive
Compensation
Our compensation packages deliver competitive earnings today while providing pathways to long-term financial growth. Designed to reward your success, our structure provides the resources and flexibility to help you achieve your goals – now and in the future.
Life At CFG
“In Business For Yourself, Not By Yourself”
- Ray Croc
We cultivate a culture of teamwork, friendship, learning, and growth, embracing diversity in backgrounds, approaches, and perspectives. Explore what makes working at CFG exceptional.
Visit our LinkedIn page to learn more