We are a boutique private wealth management firm dedicated to serving high net worth individuals and institutional investors. We offer independent wealth management, comprehensive financial planning, and tailored investment management services to individuals and small businesses.
See Disclosures
Firm Start Year
2021
No. of Employees
2-4
CRD#
7406005
Firm CRD#
7717
Insurance License#
21270742
Name of Broker/Dealer
Independant Financial Group, LLC.
Name of Custodial Firm
Charles Schwab and Co.
States Licensed in
MD, FL, NY, DC, VA, CA, NJ
Years of Experience in Financial Services
20
Number of Years with Current Firm
4
Work with the following types of clients
Individual Investors, Businesses
Foreign Languages Serviced
English, Hebrew
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Firm's Number of Clients
60
Assets Managed by Firm
$80,000,000
Advisor's Number of Clients
60
Assets Managed by Advisor
$80,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$0
Compensation Methods
Based on Assets
Fee % Based on Assets
1.1%
Additional Details on Charges
We are solely fee based on assets under management. No hourly charges so feel free to contact us at anytime.
Bachlor of Science - Finance
Towson
01/01/2002 -01/01/2005
Professional Development Certificate - Financial Planning
Georgetown University
01/01/2011 -12/31/2011
Bachlor of Science - Finance
Syracuse University
08/01/2018 -08/01/2022
Bachlor of Science - Entrepreneurship and Emerging Enterprises
Syracuse University
08/01/2018 -08/01/2022
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893150/financialplanners-Sentinel-Financial-Group,-LLC.-detailed-disclosure.html
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Sentinel Financial Group and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.