TGS Financial Advisors Email Format
Financial ServicesPennsylvania, United States11-50 Employees
Based in Radnor, Pennsylvania, TGS Financial Advisors is a fee-only advisory firm with more than four decades of experience serving affluent families. It focuses on physicians and high-net-worth individuals and serves clients across the United States under a fiduciary standard, receiving no commissions for financial products or services. The team blends advisers with operations staff, including five CFP-certified professionals, and collaborates with clients' other advisers to coordinate comprehensive planning. Investment decisions are guided by evidence-based principles drawn from Nobel Prize-winning research and managed in discretionary portfolios across four risk levels, with compensation based on portfolio value. Beyond investing, the firm emphasizes lifetime financial security by addressing estate planning, savings optimization, insurance, retirement readiness, education funding, and charitable giving; it has been recognized as a top-ranked wealth manager in Philadelphia in 2018 and 2019 by AdvisoryHQ.