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Consolidated Financial is a Registered Investment Advisor providing Investment & Retirement Planning services for our Individual Clients, as well as 401(k) and IRA based Retirement Plan services for our Business Clients. Established in 1998, Consolidated Financial partners with custodians such as Charles Schwab and acts in a Fiduciary Capacity for our clients.

What is an independent Financial Advisor?

Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to our clients, many of whom have complex financial needs. Because we are independent, we are not tied to any particular family of funds or investment products. As fiduciaries, we are held to the highest standard of care – and are required to act in the best interests of our clients at all times.

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Consolidated Financial