Insights and Strategies from Our Community of Advisors

TAG Advisors Sets Growth and Recruiting Record TAG Advisors announced that it broke previous records for growth and recruiting in 2024. The Enterprise OSJ added 67 financial professionals during the year, representing $18.7 million in aggregate revenue, advising on $2.8 billion in client assets. At year’s end, the firm had grown to 415 financial professionals,…

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TAG Advisors recruits Dynasty Wealth Solutions from Ameriprise Memphis, TN, area financial firm Dynasty Wealth Solutions has moved to TAG Advisors. In explaining the move, Brooke Pilant, Partner in Dynasty, reported “we were looking to advance our client experience, technology and portfolio management. We wanted to find a place with open architecture.” In describing their…

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TAG Advisors adds Jeff Nowak TAG Advisors has added Jeff Nowak to its growing roster of independent financial professionals. Nowak provides employee benefits programs for school districts and small businesses around Virginia Beach, VA. Nowak joined TAG from Raymond James. “I needed a firm that can provide me support on the retirement plans I manage…

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TAG Advisors adds Scott Brady TAG Advisors has added Associated Financial Planners of Spring Lake Heights, NJ, to its growing roster of independent financial professionals. The firm had previously been affiliated with The Investment Center. Scott Brady, CFP®, President of Associated Financial Planners, brings 20+ years of experience working with individuals, families, and small businesses.…

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TAG Advisors adds Wealth Planning Advisors TAG Advisors has added Wealth Planning Advisors of Far Hills, NJ to its growing roster of independent financial professionals. John Broderick, founder of Wealth Planning Advisors, had previously been affiliated with The Investment Center, where he managed $119 million in client assets. John serves as an advisor to business…

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TAG Advisors adds SLA Advisors TAG Advisors has added Kristen M. Taylor, owner of SLA Financial, to its growing roster of independent financial professionals. Kristen joined TAG Advisors from The Investment Center, where she managed $100 million in assets for about 120 households. SLA Financial maintains their focus largely on serving women, especially those going…

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Devin Palmese joins TAG Advisors TAG Advisors has added Devin Palmese to its growing roster of independent financial professionals. Palmese moved to TAG Advisors from LPL Financial and Wealthcare Advisory Partners, where he managed $35 million in client assets. He has 11 years of experience in financial services. TAG Advisors is a national community of…

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TAG Advisors adds two financial advisor firms from Cadaret, Grant TAG Advisors has added two firms with combined assets of $219 million to its growing roster of independent financial professionals. First Pointe Financial Services of Lancaster, Pa and MRB Financial Services LLC of Marion, NY recently joined the enterprise OSJ. Matthew Zanowiak, ChFC, President and…

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Thrive 2024 Highlights 🎥 We are several weeks past our annual conference, #Thrive2024, making it a good time to reflect. It was an amazing experience and the perfect way to celebrate our newest milestones. Thank you to everyone who made it a success: our exceptional staff, our outstanding partners, and especially the financial professionals who…

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Nick Cantrell receives top recognition for Responsible Investing Richmond, VA – Nick Cantrell, Founder of Green Future Wealth Management and a TAG Advisors affiliated advisor, was named a 2024 Excellence Awardee in ESG/Responsible Investing by Investment News. The category acknowledges advisors who have excelled in socially responsible investments over the past year. Criteria include their…

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By Jasen Dahm, CPA, CFP®. In the final scene of the late ‘90s cult classic, Fight Club, the last words the main character utters to his love interest are, “You met me at a very strange time in my life.” Under conditions much like the mischief and mayhem that permeated the iconic film’s narrative, you’re…

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Our very own COO, April Booth, was on the Cambridge Stronger Podcast with Cambridge CEO, Amy Webber, talking about why April does what she does, how she handled a big transition, and what it’s been like helping guide some of the growth at TAG Advisors. Listen to the full episode here! TAG Advisors is where independent,…

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TAG Advisors, Sechman Financial Services team up Harvard, MA – Family-owned Sechman Financial Services is teaming up with TAG Advisors to expand its business capabilities and strengthen its position in today’s rapidly-evolving investment industry. Camaraderie, compliance guidance and communication were the specific benefits that swayed owner Eric Sechman to join the ranks of Richmond, VA-based…

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TAG Advisors welcomes boutique firm to expanding nationwide network Richmond, VA – TAG Advisors is pleased to announce that Blue Ridge Financial Planning has joined its growing nationwide network of 400 investment professionals. Based in Fort Mill, SC, Blue Ridge Financial Planning has $90 million in assets under advisement and is headed by industry veterans…

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First Quarter Investment Policy Committee Report By Terry Treiber, CFP® After climbing for much of the year, all the major stock market indexes were down in September. September YTD 12 months Dow Jones Industrials -4% 1% 16.5% S&P 500 -5.25% 12% 20% QQQ -5% 34.5% 34% Emerging Markets -4.25% .05% 8% The direction and volatility…

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By Jasen Dahm, CFA, CPA Rising interest rates and volatile equity and fixed markets have financial advisors and investors looking for smart ways to balance risk and reward in their portfolios. Maintaining or controlling that state of equilibrium often involves diversifying investments across multiple asset classes that perform differently in various market conditions, thereby hedging…

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TAG Advisors is continuing to expand its leading national network of financial professionals with the addition of Frieden Wealth Management, a Virginia Beach-based firm managing approximately $500 million in client assets. Greg Raines, CEO of TAG Advisors, said Frieden is a natural fit for the company. “Frieden is exactly the kind of firm we work…

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TAG Advisors sets record for revenue, number of advisors TAG Advisors has surpassed two milestones that few branch organizations accomplish. Its revenue has exceeded $100 million and the number of financial professionals in the organization has just passed 400. In December 2011, Eric Schwartz, now Executive Chairman of Cambridge Investment Research, Inc., said to Greg…

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Nick Cantrell receives top recognition for Responsible Investing Richmond, VA – Nick Cantrell, Founder of Green Future Wealth Management and a TAG Advisors affiliated advisor, was named Adviser of the Year for Sustainable and Responsible Investment by Finance Monthly magazine. “Responsible investing is core to my firm” reports Cantrell, “so it is quite an honor…

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By Chuck Hammond, AIF, PPC, CMFC There’s one question I get more than any other. You have probably had this question, even if only to yourself.  And my answer has recently changed. Should I pursue doing more qualified plan business? Many of us believe working with retirement plans is an excellent way to scale your…

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TAG Advisors affiliate Bryan Bonisteel Recognized as a Top Retirement Plan Advisor RICHMOND, VA: Bryan Bonisteel of RDG Wealth, a TAG Advisors affiliated firm, has been recognized as a 2023 top retirement plan advisor by PLANADVISER magazine. This prestigious designation was awarded to only 207 professionals nationwide. To qualify, advisors had to have a minimum…

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Denver Area Financial Advisor Russell Porter joins TAG Advisors Denver, CO – Russell Porter, a financial advisor specializing in employee benefits, qualified plans, and ESG investing has joined TAG Advisors. Porter is located in Denver, CO.“The firm I was with had very little internal support for professionals in the retirement plan space” says Porter. “I…

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How often do you find yourself saying something for the hundredth time? How could you deliver that message in a personal way but invest the time in other productive activities? Client videos may be the solution. All advisors have messages that need communicated to multiple clients. Some are timely updates related to current events. Others…

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in this incredibly competitive environment to attract and retain high-quality employees, offering a retirement plan is a critical part of a company’s benefits plan. That’s a challenge for your smaller business owner clients. They can be complicated and expensive. But a new type of plan may be the solution. There has been a great deal…

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Richmond, VA – Wealth Solutions Report (WSR) has awarded TAG Advisors a 2022 WSR Wealth Exemplar Award. The award recognizes TAG Advisors as one of the top three firms in its Independent FA Groups category. In its announcement, WSR specifically noted TAG Advisors’ spectacular growth in 2021, when it added 60 advisors and almost $3…

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By Chuck Hammond, AIF, PPC, CMFC If you have business-owner clients, you probably get requests from them to help set up a retirement plan for their business. There are plenty of good reasons to do it: You want to satisfy a client need, it represents an opportunity to manage more assets, and if you do…

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By Jason Stone If you are unhappy or uncertain about your current broker-dealer relationship and want to evaluate the possibility of a new firm, there may be good reasons to expand your search. The right partner may not be a broker-dealer. It may be a branch organization within one. The key is to find a…

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“Where does it hurt?” I ask this question to every financial professional I meet. Why? Because the answer matters. The answer informs how TAG does business, how we prioritize our services, and how we add value to your practice. The answer to this question is the foundation from which TAG Advisors was built.  Our team…

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By Terry Treiber, Chief investment Strategist The big news of the past quarter is the price of oil falling below $100 per barrel. Some speculate it may drop below $65, but we’re not ready to go there yet. It has been another tough month for investing. You can see how the indexes have fared in…

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By Andrew J. Evans Ever watched the A&E television series Hoarders? It’s heartbreaking. People’s inability to stop accumulating things gradually takes over and ruins their lives. And I can’t help being reminded of that series when I talked to some advisors about their use of technology. I get an inside look into the systems financial…

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TAG Advisors CEO Greg Raines and TAG Advisor Ryan Nietert, CFP, appeared on stage at this year’s Premier Club meeting to discuss peer to peer learning. TAG Advisors is where independent, entrepreneurial financial professionals thrive. If you would like to explore what we can do for you, contact Cyndia Crafton at (877)676-0376 or ccrafton@tagadvisors.us

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TAG Advisor and owner of Mosaic Financial Group Susan Sukys, CFP, talks with Cambridge CEO Amy Webber about building lasting partnerships, empowering team members, and the value of offering a broad menu to clients. Check out more here! TAG Advisors is where independent, entrepreneurial financial professionals thrive. If you would like to explore what we can…

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