Your Future, Your Way
See why experienced advisors choose to partner with CFG
Run your business your way, with the right resources behind you.
You own your client relationships, and with 70+ dedicated staff supporting your success, we provide the tools and guidance to help you build the business you’ve always envisioned.
Supported Independence
We empower advisors to operate independently while providing the resources, expertise, and personal attention of a boutique firm. Our Advisor-Centric Resource Model is fully customizable to meet your specific needs. Focus on the big picture while we handle the details that drive your success.
Open Architecture
You have the freedom to construct financial plans that align with your clients' goals. With full access to a broad suite of investment solutions and no obligation to sell specific products, you can provide your clients with the personalized advice they need and deserve.
Innovative Technology
Our technology solutions are built with a human-centric approach, leveraging cutting-edge innovations in an industry that’s often slow to adapt. From advanced systems to streamlined operations to tools designed to enhance client relationships, our resources empower you to manage your practice more effectively and efficiently.
Competitive Compensation
Our compensation packages deliver competitive earnings today while providing pathways to long-term financial growth. Designed to reward your success, our structure provides the resources and flexibility to help you achieve your goals – now and in the future.
Take the next leap forward in your career
You’ve built something worth being proud of. Now, imagine what’s possible with the right partnership behind you. If you are open to a conversation, please fill out the form below, and a member of our leadership team will personally connect with you to explore the opportunities ahead.
Life At CFG
In Business For Yourself, Not By Yourself
As an advisor, you have the freedom to grow your business independently while being fully supported by the firm’s resources and community. Whether you’re looking for strategic guidance, collaboration with peers, or operational support, you’re never on your own.
We cultivate a culture of teamwork, friendship, learning, and growth, embracing diversity in backgrounds, approaches, and perspectives. Explore what makes working at CFG exceptional.