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CG Financial

Business Owners

Your business and your wealth, finally working as one

Your business isn’t just how you make a living, it’s how you build the life you want today and the legacy you leave behind. We help you align business performance with personal wealth so you can stay focused on growth, not complexity.

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Turn Your Business Into a Lasting Advantage

Your business should do more than generate income. It should create freedom today and a legacy for tomorrow. Acting as your personal CFO, we align cash flow, reduce tax exposure, and coordinate every dimension of your business and personal wealth into one clear strategy. The result: a business that works for you and a financial life built for independence.

After working with CG Financial as part of our employees’ benefit program, we made the decision to work with CG Financial to handle our company’s investment portfolio. We have been pleased with the personal service provided and look forward to continuing our business relationship with CG Financial.

Fulton County Health Center

Patti Finn · CEO

We have been clients of CG Financial since approximately 2012 and have found them to be extremely helpful with all aspects of our financial planning. Interfacing with our estate planning attorney, accountant, CG and their people have been timely, professional, knowledgeable, and an integral part of our financial team.

Power Control Systems, Inc.

Jim Darnell · President

Testimonial 1 of 2, Patti Finn

How We Work

A Framework to Strengthen Your Business and Personal Finances

Our Framework

Your business is your life's work. Before strategy, we take time to understand what it means to you.

"They understand both my business and my life."

Revenue, taxes, reinvestment, succession, and personal wealth are all connected. We bring them into one clear plan.

"For the first time, it all makes sense."

Independent, fiduciary strategies built to protect your interest in every business and personal financial decision.

"I know someone’s looking out for my business, not just my money."

Our Process

A Process Built for Entrepreneurs

Entrepreneurs make decisions in motion. Our five-step process brings structure to growth, helping you clarify priorities, uncover opportunities, and implement strategy with confidence. From scaling to succession, every step is designed so your business decisions and personal wealth stay aligned.

Explore CG's Five-Step Proven Process
Two entrepreneurs collaborating while reviewing a tablet

Resources

Are You Protecting What You've Built?

Most business owners have a growth plan. Fewer have a protection plan. Download our free guide to learn four proven strategies for preserving business value, reducing tax exposure, and planning a transition on your terms.

Free Resource: 4 Strategies for Protecting Business Owner Wealth

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

Shared Success

With You at Every Stage of Business Ownership

From launch to liquidity, your strategy should evolve as your business does. We help you align growth, protection, and long-term wealth at every stage so your business and personal financial life work together, not against each other.

  • Starting or Growing Your Business

    Build a strong financial foundation with disciplined cash flow strategy, risk mitigation, and scalable structures designed to support sustainable growth.

    • Financial Planning

  • Building Employee Benefit Programs

    Attract and retain the right people with cost-effective benefit programs aligned with your business goals and your team's needs.

    • Employee Benefits
    • Retirement Planning

  • Preparing for Succession or Sale

    Develop an exit strategy that preserves business value, minimizes tax exposure, and supports your personal wealth transfer and retirement goals.

    • Estate Planning

  • Transitioning to Personal Wealth Management

    Transform business value into diversified, tax-efficient personal wealth structured to support your lifestyle, your independence, and your legacy.

    • Wealth Management
    • Retirement Planning
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Why CG Financial

Fiduciary Advisors Focused on Your Best Interests

Experienced professionals committed to your best interests.

  • Fiduciary Standard

    Always acting in your best interest

  • Certified Experts

    CFP®, CFA, AIF®, CEPA® specialists

  • Independent Advice

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

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Everything works better when it works together.

We connect planning, investing, and protection into one coordinated strategy so your business and personal financial life move forward together.

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CG Financial Services

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Broker Check

Check the background of this investment professional

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.

CG Advisory Services Privacy Policy

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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