What We Do
Your complete financial life, managed by one team.
At most firms, financial planning and investment management are treated as separate services, sometimes even handled by entirely different people. At Nadler Financial Group, they are integrated from the start. Everything begins with your plan: a thorough, personalized understanding of your goals, your timeline, your family, your tax picture, and what financial security means for your specific situation. Your investment strategy flows directly from that plan, is built specifically for you, managed actively by our team, and revisited as your life changes.
We do not use model portfolios or assign clients to pre-built investment strategies based on completion of a questionnaire. Every portfolio we manage is constructed from the ground up for that client. We emphasize low-cost, diversified strategies, and when markets are volatile, we are available and communicative, helping you maintain perspective and stay aligned with your long-term objectives.
What's included
We do not provide legal services or tax return preparation; however, we coordinate closely with your existing attorney and CPA, and we can refer you to qualified professionals when needed. Our team serves as the central resource that keeps every dimension of your financial life working in concert.
Assets are held at Third Party Custodians. Client assets are held at qualified third-party custodians, independent of Nadler Financial Group. As an SEC-registered investment advisor, we do not take direct custody of client funds. Clients receive statements directly from their custodian, and our team provides investment performance reports on a quarterly basis. We are fee-based and fiduciaries, and we are legally required to act in your best interest at all times.
How we work with you
Our process is designed to build a relationship that deepens over time, not to facilitate a single transaction.
We listen first
Our initial conversation is primarily yours. We ask a focused set of questions and then listen carefully, because a thorough understanding of your situation is the foundation for everything that follows.
We build your plan together
We develop a customized financial plan tailored to your situation, goals, and timeline. We present our reasoning, welcome your questions, and refine the plan until it accurately reflects what you are working toward.
We implement and coordinate
We execute the plan and coordinate with your other professional advisors, including your CPA, estate attorney, and insurance broker, so that every element is aligned and working toward a common objective.
We stay with you
As your life changes and markets evolve, we meet with you regularly, monitor your plan, and make adjustments as warranted. You will always have a clear picture of where things stand.