Doing the work that brings your goals to life is the driving force behind our expert and passionate team
We have no sales quotas. No proprietary products to sell. Our complete focus is on making the best decisions we can for you.
We’re required to put our clients’ interests before our own, to fully disclose any conflicts of interest, and to adhere to a “prudent expert” standard of care. We wouldn’t want it any other way.
Our compensation comes from fully-disclosed planning and investment advisory fees. Our interests are aligned with yours. Our success depends on your success. (TriageFoundations is flat-fee program.)
We spend most of our time helping clients target and track progress toward walkaway wealth, protect assets against litigation, transfer wealth between generations, optimize education savings and tuition payments, and design robust retirement income streams.
Your lifetime financial results will be dominated by the decisions you make at a limited number of inflection points. Our job is to help you make the right decisions, in spite of the emotions you may have. We’re more committed to your financial security than to your short-term psychological comfort.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
TGS Financial Advisors (“ TGS ”) is an SEC-registered investment adviser located in Radnor, Pennsylvania. TGS and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which TGS maintains clients. TGS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.