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Wealth That Works for You, Not the Other Way Around

Independent fiduciary guidance built on listening, simplifying, and advocating, always in your best interest. Your financial life is more than any single account or decision. We take the time to understand your full picture, then build a strategy that moves with you.

Who We Serve

The right time to begin is now.

Wealth managed with purpose and discipline compounds in more ways than one. It grows financially. It reduces anxiety. And it creates the confidence to focus on living, knowing your financial life is not just in good hands, but in the right hands.

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Business Owners

Business Owners

Your business and personal wealth are deeply connected. We align growth, succession, compensation, and risk strategies so your business decisions and personal financial goals work together, not against each other.

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Business Owners

Your business and personal wealth are deeply connected. We align growth, succession, compensation, and risk strategies so your business decisions and personal financial goals work together, not against each other.

Explore Business Owners
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Individuals & Families

Individuals & Families

From building wealth to preparing for generational transitions, your financial life deserves a clear plan and steady guidance. We bring investments, tax strategy, income planning, and protection together so every decision supports your goals today and secures what matters most for tomorrow.

Explore Individuals & Families

Individuals & Families

From building wealth to preparing for generational transitions, your financial life deserves a clear plan and steady guidance. We bring investments, tax strategy, income planning, and protection together so every decision supports your goals today and secures what matters most for tomorrow.

Explore Individuals & Families
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Stewarding Wealth Across Generations

Stewarding Wealth Across Generations

Wealth isn't just built, it's passed on. We help families and business owners protect what they've created and prepare what comes next through coordinated estate, tax, and legacy planning designed to preserve your values and your wealth for generations.

Learn More: Stewarding Wealth Across Generations

Stewarding Wealth Across Generations

Wealth isn't just built, it's passed on. We help families and business owners protect what they've created and prepare what comes next through coordinated estate, tax, and legacy planning designed to preserve your values and your wealth for generations.

Learn More: Stewarding Wealth Across Generations

Our Approach

Your Personal CFO, Backed by a Team of Experts

At CG Financial Services, we provide clarity and confidence through all market conditions. Our proven process starts with listening and leads to personalized plans built to help you enjoy your time, wealth, and family. With a focus on communication, risk management, and long-term success, we help you stay the course with peace of mind.

Our Framework

Purpose defines your plan before any strategy is proposed.

"They actually get my situation."

Every dimension of your wealth coordinated as one unified system so complexity never stands between you and your goals.

"I finally understand what's happening with my money."

Unbiased, institutionally priced strategies free from third-party influence, always in your interest.

"I know they're always on my side."

Why CG Financial

Trusted. Accredited. Independent.

  • Fiduciary

    Always acting in your best interest

  • Accredited

    Certified professionals (CFP®, CFA, AIF®)

  • Independent

    Objective advice across brokerages, mutual funds, annuities, and insurance, without product bias

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Resources

Securing A Vibrant Future: The Art of Planning a Healthy and Fulfilling Retirement

Explore strategies for retirement planning that balance financial security with quality of life, including Social Security optimization, savings for retirement, tax preparation strategies, and long-term income planning.

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Please do not include account numbers, Social Security numbers, passwords, or other sensitive financial information.

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Ready to start making meaningful financial decisions?

We invite you to begin with a simple, no-obligation discovery conversation. Tell us what matters to you. We will handle the rest.

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CG Financial Services

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.

Information provided on this website is for informational purposes only and is not intended to offer specific personalized investment, financial planning, tax, or accounting advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.

By clicking on certain links, you will leave our website. The link you have selected may be located on another server. We have not independently verified the information available through outside links. The links are provided to you as a matter of interest.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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