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CG Financial

Individuals & Families

We believe truly great financial advice begins not with the market, but with what matters most to you.

As your life evolves, so do the decisions that shape it. We listen, simplify, and advocate for a strategy that grows with you.

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We Do the Work So You Don't Have To

Good advice is not a one-time event. It is an ongoing commitment to managing the details most people never see, reviewing your plan before you ask, anticipating changes before they arrive, and ensuring every decision supports your best outcome.

We don't measure our value by the complexity of what we recommend. We measure it by how clear, confident, and in control you feel about your financial life.

Christian,

I wanted to thank you for all the advice and support you have given us through the years. We have known you for more years than I can remember. You have always been very kind and very competent.

We have great trust in you, and you keep good track of all the financial concerns we have. You have always been very patient and understanding with us, and your whole team has helped provide thoughtful advice.

Once again, I wanted to be sure to thank you.

Carol Rapson

I've been with CG Financial since its infancy, soon after Tony founded the company. Since that time, I have introduced many of my family members and in-laws to the company because of the outstanding knowledge, professionalism and relationship with all the staff we've interacted with over the years. The level of service and care has always been outstanding, and our portfolio growth has reflected this.

Dave and Kim Sinclair

Testimonial 1 of 2, Carol Rapson

How It Works

A Complete Approach to Your Family's Financial Life

Our Framework

Your purpose becomes the blueprint. Before any strategy is proposed, we take the time to understand your goals, timeline, and what financial success truly means to you.

"They actually get my situation."

  • Financial Planning
  • Wealth Management

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."

  • Insurance & Risk Management
  • Tax Planning
  • Estate Planning

As fiduciary advisors, we are committed to acting in your best interests through internally managed strategies, institutional pricing, and full transparency regarding fees and potential conflicts.

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

  • Wealth Management
  • Retirement Planning

Our Process

Purpose Before Products

From our first conversation to ongoing guidance, every step is designed to help you feel heard, informed, and confident. We focus on what matters most to you before any strategy is proposed. Your goals, your timeline, and what financial success truly means for your family.

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See The 5-Step Process
See The 5-Step Process

Our Process

Purpose Before Products

From our first conversation to ongoing guidance, every step is designed to help you feel heard, informed, and confident. We focus on what matters most to you before any strategy is proposed. Your goals, your timeline, and what financial success truly means for your family.

Planning for What’s Next

With You Through Every Chapter of Life

Life rarely moves in a straight line. Our advisors help you navigate life's major transitions with clarity and confidence. Whether you're building wealth, nearing retirement, or managing new responsibilities, we're here every step of the way.

  • Starting or Growing a Family

    Plan for the moments that matter most, from budgeting and education planning to life insurance and long-term savings for retirement.

    • Financial Planning
    • Insurance & Risk Management

  • Preparing for Retirement

    Transition from saving to living with tax-efficient income strategies and a retirement built around your life, not just your portfolio.

    • Retirement Planning
    • Wealth Management

  • Navigating a Windfall or Major Life Change

    Transform a sudden liquidity event, inheritance, or asset sale into a sustainable plan built for long-term growth and protection.

    • Wealth Management
    • Estate Planning

  • Caring for Aging Parents

    Balance your family's needs with caregiving responsibilities, bringing clarity to the financial, legal, and emotional complexity of caring for those who cared for you.

    • Financial Planning
    • Insurance & Risk Management
    • Estate 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® credentials

  • Collaborative Team

    Specialists across financial planning, tax strategy, insurance, and investment management

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Resources

How Long Would You Like Your Wealth to Last?

Download this guide to explore how intentional retirement planning, estate strategy, and tax planning can help protect your assets, optimize Social Security decisions, and preserve your legacy for generations.

Free Resource:

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

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Comprehensive Financial Care, One Family of Companies

Together, we connect planning, investing, and protection into one coordinated strategy so every part of your financial life works together.

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Complexity Simplified.Goals Achieved.

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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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