TGS Financial Advisors

TGS Financial Advisors is a financial advisory firm that prides itself on their expertise in helping individuals build, maintain, and preserve wealth. Based in suburban Philadelphia and serving clients throughout the US, the firm has over 40 years of experience and abides by a fiduciary standard of care. They offer a team approach, combining the talents of advisers with an excellent operations staff, including five Certified Financial Planner (CFP®) professionals. One of the key aspects of their services is their evidence-based investment principles, which leverage Nobel Prize-winning academic research to construct target portfolios at four risk levels. They manage all portfolios on a discretionary basis and their compensation for investment management is based on portfolio value. Moreover, the firm goes beyond investing to focus on their clients' lifetime financial security, addressing aspects such as estate planning, savings optimization, insurance protections, and retirement planning. This client-centric approach aims to understand both the financial needs and values of their clients. Furthermore, TGS Financial Advisors emphasizes strong relationships that last for generations, working closely with each client’s team of professional advisers including attorneys, CPAs, insurance agents, and trust officers. In summary, TGS Financial Advisors is a reputable fee-only advisory firm with a wealth of experience and expertise tailored to the needs of physicians and high-net-worth individuals. Their dedication to a fiduciary standard of care and evidence-based investment principles sets them apart in the financial services sector. For more information, interested parties can visit the company's main website and their physician-specific website, TriageMD.