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Exceptional Investment Advisory Professionals
With More Than 40 Years Of Experience


The Magnus Commitment

Magnus Advisory Group is dedicated to two complementary propositions.
  • Investment advice and financial planning are best delivered by independent advisors.

  • Our associated investment advisors and their clients are best served by a firm that focuses on uncompromising standards of fiduciary care and compliance excellence.
Magnus is managed by professionals with more than 40 years of combined experience in the financial services industry. We have special expertise in managing registered investment advisory firms, regulatory compliance and back-office operations.

After years of studying input from registered investment advisors and registered reps, Magnus was formed to meet some very specific needs. Our staff understands it can be difficult and expensive to maintain a professional and smoothly compliant back-office operation, while spending the necessary time to appropriately serve clients.

By working with us, affiliated investment advisors can focus their valuable time and efforts on delivering exceptional client advice and service without worrying about the back-office requirements.

Who would benefit from talking with us about an affiliation with Magnus?
  • Registered representatives seeking to sever their broker-dealer relationship and begin an independent practice

  • Registered investment advisors seeking to streamline their practice or outsource back-office and compliance operations

  • CPA firms or any financial professional looking to work with one of the best investment advisory management teams in the business

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This website is for investment professionals only and does not offer investment advice. Please see our Disclosures page.
Non-professionals should contact their financial advisor.