Established in 1994, CFG is an independent Registered Investment Adviser unaffiliated with brokerage firms, banks, or insurance platforms, aiming to reduce conflicts of interest.

From the beginning, we chose to operate as an independent, fee-based Registered Investment Adviser (RIA). That decision was not incidental. It defines everything about how we work: we answer only to our clients, not to a product manufacturer or a commission structure that rewards recommendations over results.

Over more than thirty years, we have guided clients through bull markets and bear markets, through career transitions and retirements, and through the accumulation and thoughtful distribution of wealth. What has never changed is our unwavering belief that a trusted adviser is among the most important relationships you can have.