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CGN Advisors, LLC logo — An independent, fee-only financial planning and SEC-register...

CGN Advisors, LLC

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a fiduciary focus.

Founded 2011 United States Manhattan, United States 42 employees Finance, Financial Services

General Information

Company Name CGN Advisors, LLC
Founded Year 2011
Location United States Manhattan, United States +26
Employees 42
Industries Finance, Financial Services
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About CGN Advisors, LLC

CGN Advisors, LLC, founded in 2011 and headquartered in the United States, is an independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm. Their approach is built on a fiduciary focus, ensuring that the firm prioritizes clients' needs by abstaining from selling investments or insurance products, and thus, avoiding commissions or kickbacks.

Located in Manhattan, KS, CGN Advisors serves a varied client base, from young adults and small business owners to medical professionals and retirees. The company’s aim is to deliver expert investment advice and reliable guidance, helping clients grow and protect their wealth through informed financial decisions.

Their network extends support to nearly 40 partner advisor offices with a turnkey RIA platform, streamlining operations, billing, technology, marketing, compliance, and investment management. This enables partnered advisors to focus more on financial planning for their clients.

Taxonomy: Financial Planning, Investment Management, Retirement Planning, Business Consulting, Trust Administration, Wealth Management, Charitable Planning, Tax Planning, Tax Preparation, Fiduciary Focus, Independent Fee-Only Advisor, SEC-Registered Investment Advisor, Turnkey RIA Platform, Client-Centric Approach

Services & Products

Financial Planning
Investment Management
Tax Preparation and Planning
Retirement Income Planning
Equity Compensation Guidance
Business Advisory Services
Estate Planning Strategies

Target Customers

Pre-Retirees and Retirees Corporate Executives Small Business Owners Individuals and Families Early Wealth Builders

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CGN Advisors, LLC Alternatives & Competitors

CGN Advisors, LLC vs
Larson Financial
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CGN Advisors, LLC vs
Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC United States

As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience.

1 employees
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CGN Advisors, LLC vs
Canty Financial Management
Canty Financial Management United States

Helping families plan for retirement since 1986. Investment advisory, tax preparation, & financial p...

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FAQ About CGN Advisors, LLC

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a fiduciary focus.
CGN Advisors, LLC was founded in 2011.
CGN Advisors, LLC is headquartered in Manhattan, United States.
CGN Advisors, LLC operates in the following industries: Finance, Financial Services.
CGN Advisors, LLC has approximately 42 employees.
CGN Advisors, LLC offers: Financial Planning, Investment Management, Tax Preparation and Planning, Retirement Income Planning, Equity Compensation Guidance, Business Advisory Services, Estate Planning Strategies.
Top alternatives and competitors to CGN Advisors, LLC include Larson Financial, Investment Insight Wealth Management, LLC, Canty Financial Management, Delta Financial Advisors, Inc., HTG Investment Advisors Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CGN Advisors, LLC and Larson Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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