CGN Advisors, a fee-only financial advisory firm based in Manhattan, Kansas, with additional offices in Rogers, AR, is committed to delivering exceptional service to our clients. Our passion is rooted in crafting tailored financial strategies that cater to the individual needs of each client and their families. As independent advisors and fiduciaries, we prioritize our clients' best interests, providing personalized financial planning that aligns with their unique situations and goals. Our firm prides itself on adhering to these core values that set us apart from the rest.
Core Values
CLIENTS FIRST.
First and foremost, our goal is to provide superior client service to help you strike a balance in your life between enjoying today and planning for tomorrow. We are deeply committed to the fiduciary standard, putting your interests above our own.
FEE-ONLY.
We don’t sell investment or insurance products. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice.
BE APPROACHABLE.
Our work culture is comfortable and relaxed. “Business casual”, in most cases. We strive to be empathetic listeners. This makes it easier to connect with you and have real conversations about your personal financial life.
BE KNOWLEDGEABLE.
Don't let our "approachability" fool you, we are seriously dedicated to our knowledge and ongoing education of financial planning and investments. We are credentialed, experienced professionals.
BE POSITIVE.
We're proud of our awesome work culture. We work hard, but we also have a lot of fun. We celebrate wins. We take care of each other. We strive to be energy givers.
BE KIND.
We appreciate that we are all unique and have varied cultures, backgrounds, experiences and beliefs. We are accessible. We are inclusive. We treat others as we’d like to be treated. We want to work with people who want to work with us.
LIFE BALANCE.
No one looks back and wishes they had spent more time at work. Just like we aim to help you strike a balance in your life, we strive to provide leverage and flexibility to our team that allows them to have time with their family and friends and causes that are important to them.