TGS Financial Advisors

Many minds, one purpose.

Financial planner in Radnor, PA (show on map)

3.0

★★★☆☆

2 reviews

TGS Financial Advisors is a wealth management firm established in 1990, helping successful individuals and families build, maintain, and preserve lifetime wealth.

Call (800) 525-4075

Navigate to Visit website

About

TGS Financial Advisors is a fee-only Registered Investment Advisory firm founded in 1990. We help successful individuals and families build, maintain, and preserve lifetime wealth through personalized wealth management, investment advisory, and financial planning services.

Our proprietary Dynamic Contrarian Portfolio Strategy and Lifetime Wealth Management Process™ are designed to navigate market extremes and optimize long-term financial outcomes. We serve high achievers, physicians, and retirees, collaborating with other professional advisors to ensure cohesive planning. Our fiduciary commitment and fee-only model align our interests with clients' success, emphasizing transparency and long-term relationships.

Fee-only advisory model

Fiduciary standard

Dynamic Contrarian Portfolio Strategy

Lifetime Wealth Management Process™

Specialized services for physicians and retirees

Services

Wealth Management

Comprehensive financial planning and wealth preservation services for high-achieving individuals, physicians, and retirees.

Fee-only advisory model Fiduciary standard Dynamic Contrarian Portfolio Strategy Lifetime Wealth Management Process™

Investment Advisory

Discretionary management of investment portfolios using a proprietary Dynamic Contrarian Strategy.

Proprietary asset allocation model Value tilt and contrarian approach Focus on cost efficiency Discretionary management

Financial Planning

Tailored planning for individuals, physicians, and retirees, including tax, estate, and retirement strategies.

Targeted strategies for physicians and retirees Coordination with attorneys, accountants, and insurance agents Lifetime Wealth Management Process™

Credentials & Certifications

CFP®

Since 1990s

CIMA®

Since 1990s

CPWA®

Since 1990s

RMA®

Since 1990s

Reviews

Rating

★★★☆☆

Reviews

"Been around since the 90's they know what they are doing!"

Frequently Asked Questions

Does TGS Financial Advisors adhere to a fiduciary standard? +

Yes, under the Investment Advisors Act of 1940, TGS Financial Advisors must adhere to a fiduciary standard, putting clients' interests before their own and disclosing any conflicts of interest.

What is the Dynamic Contrarian Portfolio Strategy? +

The Dynamic Contrarian Portfolio Strategy is a proprietary investment approach that diversifies across asset classes, tilts toward value, adjusts allocations based on relative valuation, focuses on cost efficiency, and is managed on a discretionary basis.

How does TGS Financial Advisors serve physicians? +

TGS Financial Advisors offers specialized financial planning and wealth management services tailored to the unique challenges of medical professionals, including integrated plans for personal wealth and practice success.

What is the Lifetime Wealth Management Process™? +

The Lifetime Wealth Management Process™ is a structured approach that provides confidence in progress toward financial goals, involving comprehensive planning, dynamic portfolio management, and ongoing review and adjustment.

How does TGS Financial Advisors collaborate with other professionals? +

TGS Financial Advisors works closely with clients' attorneys, accountants, insurance agents, and trust officers to ensure cohesive planning and execution of financial strategies.

What is the fee structure for TGS Financial Advisors? +

TGS Financial Advisors operates on a fee-only model, with all compensation coming from fully disclosed planning and investment advisory fees. No commissions or sales quotas are involved.