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INDEPENDENT, FEE-ONLY FINANCIAL PLANNING & INVESTMENT MANAGEMENT

To help you strike a balance in your life between enjoying today and planning for tomorrow.



Our Focus is On You, Not Just the Numbers
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At CGN Advisors we believe there is a different way—a better way—to approach financial planning and investment management. As a Fee-Only advisory firm headquartered in Manhattan, KS, with additional offices in Rogers, AR, and across the country, we pride ourselves on offering unbiased advice. We don’t sell investment or insurance products, so we receive no commissions or kickbacks for our recommendations. This approach minimizes conflicts of interest and allows us to provide objective financial guidance.

Why CGN Advisors?
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We don’t answer to a big corporation, like a brokerage firm or a mutual fund company. We work with clients on a fiduciary basis, meaning our loyalty is to you, our client. Our experienced team has decades of combined experience in financial services and investments. We understand that each clients' situation is unique, and therefore we do not offer "one size fits all" solutions.  

You have worked hard to get where you are, and to honor that, we work hard to keep you headed in the right direction. We keep you accountable to your future self, so that you can focus on what matters most—the life you are living today.  

About Us

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. We require that all partner advisors obtain CFP® certification (or the CPA/PFS credential) within 5 years from their start date.

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 partner advisors and our home office staff that allows them to have time with their family and friends and causes that are important to them.

Meet the Team

Our team of advisors is made up of native mid-westerners who are passionate about helping youour families, our friends, our neighborsplan for the future. 

We work with clients throughout Northeast Kansas including: Manhattan, Clay Center, Marysville, Wamego, Topeka, Council Grove, Emporia, Junction City, Abilene, Salina and surrounding cities

Chad Chase, JD, CTFA Photo

Chad Chase, JD, CTFA

Managing Principal - Senior Advisor
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Chad Chase, JD, CTFA

Managing Principal - Senior Advisor


Chad Chase, JD, CTFA is a Managing Principal - Senior Financial Advisor at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. CGN’s team of financial advisors is made up of native Midwesterners who are passionate about helping clients plan for the future. While prioritizing personal relationships with clients, Chad has a passion for financial education, helping them better understand their situation and why certain recommendations are made. He enjoys getting to know clients and their families and seeing how their partnership helps them realize their goals. To some extent, he’s also a nerd who really enjoys numbers and problem-solving.

Chad obtained an associate’s degree from Butler Community College, a finance degree from Kansas State University, and a Juris Doctor from University of Nebraska College of Law. He is also a graduate of the American Bankers Association Graduate Trust School and has obtained the Certified Trust & Financial Advisor certification from the Institute of Certified Bankers. Prior to entering the wealth management industry, Chad worked in commercial banking for four years in Kansas City and Derby, Kansas, and practiced law in Manhattan. Before co-founding CGN Advisors with his business partners, he served as Vice President & Trust Officer at The Trust Company of Manhattan, Kansas, providing his clients with financial advice, investment management, and trust administration services. 

Chad grew up on a 100-year old ranch in Butler County, KS, which he still helps manage and operate. His wife, Segen, is a Manhattan native, a fellow KSU graduate, and a local physician practicing in internal medicine. They have two children, Solveig and Gantt. Both Chad and Segen are accomplished musicians and very active in the local music and art scene. In addition to music, he enjoys golf, basketball, KSU athletics, and traveling.


Mike Greim, CIMA® Photo

Mike Greim, CIMA®

Managing Principal - Investments
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Mike Greim, CIMA®

Managing Principal - Investments

Mike Greim is a Managing Principal - Investments at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. In his role, Mike is responsible for overseeing investment research and portfolio management. He finds joy in helping clients meet their objectives with quality, disciplined, and cost-effective solutions in a way that lets them focus on their passions. In the financial services industry since 1995, he believes that successful investment strategies require time, desire, knowledge, and discipline; his passion and dedication, along with the appropriate human touch, helps his clients stay the course regarding decisions about their portfolio.

Mike obtained a Bachelor of Science in Economics and a Minor in finance from the University of Central Missouri and holds the Certified Investment Management Analyst® designation. Prior to co-founding CGN Advisors, Mike was the Chief Investment Officer for Landmark Bank in Columbia Missouri from 2001 to 2010, and then served in the same role for The Trust Company in Manhattan Kansas from 2010 to 2016. He and his wife, Tina, and their three children, Zack, Logan, and Bentley, enjoy relaxing at nearby lakes or rivers. A musician and vocalist, Mike enjoys playing a number of solo acoustic guitar shows around the Manhattan area each year. Whenever possible, he supports local nonprofits and educates others on how to do so as well.

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Justin Nichols, CFP®

Managing Principal - Operations
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Justin Nichols, CFP®

Managing Principal - Operations

Justin Nichols is a Managing Principal - Operations at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. In his role, Justin is responsible for advisor development and onboarding, as well as ongoing operations. An advisor since 2003, he loves developing long-term relationships with clients, and thrives off helping them realize their personal finance goals, such as paying off student loans or retiring early. Justin is skilled at simplifying complex topics, and his clients are grateful to have a trusted financial partner who keeps their best interests at heart. He prioritizes listening to their concerns so they know their efforts will be collaborative, with full context and straightforward options that address all their questions and concerns. 

Justin obtained a finance degree from Kansas State University and holds the CERTIFIED FINANCIAL PLANNER™ designation. With a passion for financial education, Justin has served in a number of roles with various organizations, including more than six years teaching as an adjunct instructor in Kansas State University’s Personal Financial Planning program. Justin lives with his wife, Edee, and sons, Nate and Luke, in Manhattan, KS. He enjoys traveling with his family, spending time at the lake, snow skiing, and playing tennis a couple times per week. He volunteers at his church as well as for NAPFA, the large professional organization for Fee-Only financial planners.

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Roxanne Martens, M.S., CFP®

Director - Lead Advisor
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Roxanne Martens, M.S., CFP® 

Director - lead advisor


Roxanne Martens is a CERTIFIED FINANCIAL PLANNERTM professional and serves as a Lead Financial Advisor on the team at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. Roxanne works out of CGN’s Arkansas location, serving clients in the Rogers, Bentonville, Springdale, and Fayetteville areas. An advisor since 2020, Roxanne primarily works with young professionals, helping them utilize their growing income efficiently, as well as those approaching retirement, helping them stay on track and facilitate strategic cash flows for when their routine paycheck stops. She enjoys using her skill set to educate and guide clients through life as they make financial decisions and set goals. Roxanne says, “Comprehensive financial planning and investment management takes a lot of trust from the client, and I don’t take that lightly. I genuinely want each of my clients to succeed.” Her favorite aspect of her role is connecting with clients on a personal level, providing clarity and peace, and being able to witness them realize their dreams.

Roxanne obtained her master’s degree in personal financial planning from Kansas State University and holds the CFP® designation. Prior to becoming a financial advisor, she taught in the Personal Financial Planning program at Kansas State University for seven years. As a mom with young children, most of her free time is spent with her husband, John, and two sons, Johnny and Judd. They enjoy living life outdoors—bike rides and spending time at the lake or pool.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Nicola Cyr, CFP®, EA

Director - Operations & Compliance
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Nicola Cyr, CFP®, EA

Director - Operations & compliance


Nicola Cyr is the Director of Operations & Compliance at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. An advisor since 2017, Nicola utilizes her in-house tax preparation and planning proficiency to strengthen client relationships with their advisors and the firm as a whole. She appreciates the value and team approach CGN provides, allowing them to offer services in a range of complex planning areas without the need to outsource. Combining her affinity for educating people, financial puzzles, and a personal motivation for excellence, Nicola enjoys the challenge of balancing the quantitative “right answer” with the qualitative aspect of behavioral finance for each unique client situation. 

Nicola holds a Bachelor of Science in Personal Financial Planning and a minor in English from Kansas State University, the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Enrolled Agent (EA) designation, which permits her to practice before the IRS. Prior to joining the CGN team, Nicola gained experience as a licensed State Farm Insurance saleswoman and as a research assistant for Stu Heckman, PhD, CFP®, assisting with research papers and development of undergraduate class content.

Nicola and her husband, Ryan, have two sons, Ezra and Elias, a daughter, Evangeline, and a faithful hound, Phoebe. Most of Nicola’s free time is spent with family, participating in her children’s extracurricular activities, and nurturing her passion for houseplants (owning and caring for 50+ between the office and home).

Scott Emley, CFP® Photo

Scott Emley, CFP®

Senior Advisor
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Scott Emley, CFP®

Senior Advisor


Scott comes to CGN Advisors as a Senior Advisor after more than 30 years in the wealth management and financial planning industry.  He served as President of Professional Planning Services Inc. from 1997 until 2022.   Prior to entering the financial services industry, Scott was a corporate pilot for ADM Milling Company in Salina and Koch Industries in Wichita.  He holds a degree from Kansas State-Salina and has held the CFP certification since 2001.

Having grown up in Manhattan, Scott has remained active in giving back to the community he loves.   Over the years he has actively served on several boards and committees at his church and for several local non-profit agencies.  He currently serves on the Board of Trustees at Greater Manhattan Community Foundation, the Board of Directors at Good Shepherd Homecare and Hospice as well as the Board of Directors at Shepherd’s Crossing.  He has served as President of the Manhattan Rotary Club and was recognized as Rotarian of the Year in 2016.  In 2018, Scott was recognized as the Professional Advisor of the Year by the Greater Manhattan Community Foundation.

Scott and his wife DeeAnn, enjoy spending time with their 3 children and 6 grandchildren.  They split time between homes in Manhattan and The Woodlands, Texas.  In his spare time, Scott loves to golf and travel.

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Lindsay Adams, CFP®

Lead Advisor
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Lindsay Adams, CFP®

Lead advisor

Lindsay Adams is a Lead Advisor at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. She is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Certified Farm Succession Coordinator designation. In her role, Lindsay aims to walk alongside her clients as they navigate financial decision-making, and she loves seeing them accomplish their goals with actionable steps and experience the financial freedom to do what their heart desires. With a mission to serve others, she genuinely cares about what goes on in her clients’ lives, the big and the small, beyond the financial.

Lindsay graduated from the Personal Financial Planning program at Kansas State University with a minor in business. Prior to joining CGN as an Associate Advisor, Lindsay gained experience in different aspects of the financial services industry. She worked in banking during high school and college and helped fellow students at a financial counseling on-campus job, which showed her many different ways people interact with money and spurred a desire to assist others in financial planning. Outside of work, Lindsay is active in her church, enjoys singing and being outside, whether running or hiking, and spending time on the farm. She’s always looking forward to the next travel adventure.

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Kathy Bettencourt

Senior Client Service Associate
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Kathy Bettencourt

Senior client service Associate

She has lived and worked in the Manhattan area for many years, first as a travel agent coordinating team travel for K-State athletic teams and escorting groups, and then as office manager for Kansas State Women’s Basketball under Coach Patterson prior to joining Scott at Professional Planning Services.

For the last 18 years, Kathy has assisted Scott with all aspects of client service and office management at PPS prior to joining CGN Advisors as a Senior Client Service Associate, where she will continue to assist Scott and local Manhattan office advisors with client relationship management.

She and her husband John have lived and raised their two children in the Wamego area.  Their son, Blaine, is a K-State graduate living with his wife in Chandler, AZ, and their daughter, Bailey, is a Baylor graduate living with her husband in Waco, TX.   

Kathy is an active member serving and volunteering in many roles at their church, St. Bernard’s Catholic Church. Together Kathy and John have 10 siblings and 50 + nieces and nephews so they enjoy visiting and watching their many activities, along with biking, hiking, long walks, and traveling to many spots on their bucket list.

Kathy Switzer Photo

Kathy Switzer

Senior Operations Associate
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Kathy Switzer

Senior operations Associate


As Senior Operations Associate on our Operations team, Kathy is responsible for client invoicing and billing and QuickBooks administration for CGN Advisors. Prior to joining CGN Advisors, she was an Account Administrator at The Trust Company in Manhattan, KS for 15+ years. Kathy also worked as an Elementary School Teacher for 15 years (1 year in Riley and 14 years in Dwight, KS).  

Kathy earned a Bachelor of Science degree in Elementary Education, a Master of Science degree in Educational Administration and a Graduate Certificate in Personal Financial Planning from Kansas State University. She also completed the Trust & Financial Services School and Advanced Trust Administration School offered by the Schools of Banking.

Kathy grew up in Council Grove, KS in a close family of six children. She has been married to her husband, Kelly, since 1984. They raised their two daughters, Abby and Ally, in Dwight, KS. They currently reside in Salina, KS near their two grandsons, Hayden and Easton. In her free time, Kathy loves spending time with family!

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Brigham Glaves, CFP®

Associate Advisor
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Brigham Glaves, CFP®

Associate advisor

Brigham Glaves is an Associate Advisor at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. Brigham assists lead advisors with client relationship management. He also works on the investments team, which involves trading accounts, helping with money movement, and implementing strategies. Brigham loves watching clients progress toward their goals over time and observing the integration between the relationship with an advisor, building a financial plan, and navigating investment management. A quick learner who’s good with computer software and client education, Brigham is always looking to expand his toolbox of financial planning strategies.

Brigham obtained a Personal Financial Planning degree from Kansas State University and holds the CFP® certification. Since joining the CGN team, he has fallen in love with the culture and business model of the firm. Brigham enjoys spending time with his fiancé, fishing, and playing poker with friends, however, golf is his biggest hobby and consumes the majority of his free time.

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Kailen Jacobsen

Client Service & Marketing Associate
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Kailen Jacobsen

Client Service & Marketing Associate

Kailen Jacobsen is a Client Service & Marketing Associate at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. Kailen excels as CGN’s front-office “greeter” and always strives to be the first to answer the phone. With a passion for connecting with people, client interaction and customer service are her natural strengths. Kailen says, “I think it’s obvious that the people are the best part of my job—whether it’s the ones I work with, the ones I work for, or the ones I get to assist!” She also enjoys her wonderful coworkers and feels like her true self when getting creative with event planning. 

Outside of work, Kailen loves spending time with her husband and three sons, being outside, traveling, reading (about 50 books a year!), and hosting events at her house. Her specialty is throwing huge, themed birthday parties for her kids. On their annual vacation with extended family to Lake McConaughey in Nebraska they camp on the sandy beaches in campers for a week—their secret slice of Midwest paradise!

 

 

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Cal Shimkus, CFP®

Associate Advisor
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Cal Shimkus, CFP®

Associate advisor



Cal Shimkus, CFP® is an Associate Advisor at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. In his role, Cal combines his interest in finance with his passion for helping people. Mainly working with lead advisors and the investment team, he enjoys being a part of what helps clients realize their goals. Cal believes everyone deserves the opportunity to be financially independent and live their desired lifestyle. He loves providing clients the help today that can guide them for the rest of their lives, removing stress and fear of the unknown so they can live freely now and in the future.

Cal graduated from Kansas State University in May of 2022 with a Bachelor of Science in Personal Financial Planning and minors in business administration and leadership studies. He also graduated with the Investment Management certificate and Kansas Insurance certificate. He started at CGN as an intern in May 2021 and continued working part-time through graduation, after which he joined the firm full-time. Cal appreciates the tight-knit group of talented and hardworking people he works alongside every day, and his communication and adaptability skills serve him well as a versatile member of multiple teams at CGN. Cal’s favorite hobby is traveling, and he often visits family in Raleigh, NC, or Oxford, KS. He also enjoys watching K-State and Kansas City sports teams and playing golf or exercising most evenings and weekends.

 

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Paige Gordon

Client Service Associate
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Paige Gordon

Client Service associate

Paige Gordon is a Client Service Associate at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. In her role, Paige mainly works with partner advisors around the country providing back-office support, leveraging her organizational skills and attention to detail. Although she certainly enjoys helping people, her favorite part of the job is the community they have built at CGN. She says, “While our jobs can be hard, we make sure to still have fun and support one another.”

Paige obtained a Personal Financial Planning degree from Kansas State University. Prior to switching to personal finance, Paige was pursuing a degree in Pre-Veterinary Medicine until she gained exposure to the financial services industry by working for another local financial advisor. In her down time, she likes to travel, read, spend time with friends and family, and is a proud film buff.

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Kendall Smith

Client Service Associate
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Kendall Smith

Client Service associate

Kendall Smith is a Client Service Associate at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. Kendall works alongside lead advisors, providing solution-oriented support both in meetings and in client services. She enjoys problem-solving and creating and maintaining relationships with both clients and advisors. Her diligence, timeliness, and attention to detail, along with her empathy and passion for people, make her a perfect fit on the team. Kendall appreciates being mentored in a way that pushes her to step out of her comfort zone, learning how to be successful in the industry, and being a part of a firm that encourages young professionals and provides resources for development. 

Kendall obtained a degree in Personal Financial Planning with minors in Business Administration and Communication Studies, from Kansas State University. Outside of the office, she enjoys the company of friends and family, spending time outside, and cozying up with a good book at various coffee shops in town.

Our Services



Our Financial Planning Principles

Create a long term plan 

Make a plan based on your unique financial situation. Review your plan regularly and make adjustments as needed. Stick to your plan for the long-term.

live within your means

Spend less than you earn and save diligently. Use productive debt to grow your assets and avoid consumer debt.

Protect YOU and your loved ones 

Build a proper emergency savings fund. Use insurance to guard against catastrophic losses. Use proper estate planning strategies to plan ahead.

Build a diversified portfolio of quality investments 

Invest for the long-term. Buy stocks of quality companies that have a proven track record of growth. Buy bonds of quality companies that generate income, provide for additional diversification and help control risk.

Enjoy life on your terms

Position yourself to be able to take family vacations, enjoy your hobbies, live your dreams, volunteer your time and give generously.

Financial Planning Services

Ongoing Financial Planning
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We provide the best advice when we have a full understanding of your whole financial picture and can adapt the financial plan as your life situation changes. 

Life changes in unexpected ways and so does your financial situation. As changes develop, you get real-time advice so that we can still make progress towards your financial goals. 

With the ongoing financial planning relationship, you never have to worry about extra fees when new financial questions come up. 

Dealing with new circumstances as they arise allows us to be proactive and adjust other parts of your plan.

Contact Us today to learn more about our financial planning services.

 

Project-Based Financial Planning
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Project-based financial planning is a collaborative process that begins with information collection and ends with a set of recommendations focused on topics chosen by you, the client.  Then, as your financial situation changes, you simply reengage us in the future to ensure you are still on track.

$1,000-$3,000

Majority of Project-Based Plans

Narrow the scope of the plan according to your specific situation, then receive recommendations based on the agreed upon topics.

$2,000-$5,000


Business Owners,

High Complexity Plans


In depth analysis in all planning categories, including but not limited to income/expense, insurance, estate planning, saving, and investing, as well as business strategy and succession planning.


Financial Planning Topics
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This list is not comprehensive.

Pension Annuity Vs. Lump Sum Estate Plan Review Portfolio Analysis
Savings to Meet Goals Cash Flow Management Retirement Contributions
Retirement Projections Education Savings Complex Tax Planning
Social Security Analysis Investment Allocation Debt Pay-Down
Long Term Care Insurance Review Insurance Review Employee Benefit Maximization
Student Loan Review First Home Purchase Rental Income Analysis




Tax Preparation

We prepare tax returns for an additional fee as a convenience for our financial planning and investment management clients.  Our base fee the first year of tax preparation with our firm is $350.00 per 1 federal + 1 state return, and then priced per schedule depending on your specific tax situation after that. The majority of our comprehensive client relationships qualify for the base rate of $350 with no additional cost.

All tax returns can be completed 100% virtually for your convenience with no required in-person meetings.  The base rate includes one optional in-person or virtual meeting to review and answer questions if needed, and unlimited email or phone contact.

If you would like a customized tax return preparation quote, please contact our office and then provide us with a prior year tax return.

Business Consulting & Advice

We offer consulting and advisory services for business owners and entrepreneurs. As local entrepreneurs ourselves, we understand the complexities of starting, managing, and growing a business. Services can include advice on business structure, projections, growth & strategic planning, employee benefits, and risk analysis. We can also work with other professionals to create a team that can help with all your business needs.

Company Retirement Plans
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Company retirement plans require careful planning and implementation as well as ongoing oversight, guidance, and management. As an independent fiduciary, we work with employers to design a plan, identify service providers, and educate plan participants. We’ll develop and oversee a lineup of investment options, including professionally managed risk-based portfolios.

Send Us a Message to review your current plan or learn about your options to establish one!


This list is not comprehensive.

SEP IRA
401(k) Plan 403(b) Plan
SIMPLE IRA Individual/Solo 401(k) Plan Pension Plan
Profit Sharing Plan (PSP) 457(b) Plan Cash Balance Plan


Investments for Businesses
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Our financial planning services include specific investment recommendations that you can implement. We also offer ongoing investment management services for clients who wish to delegate the management of their portfolio to us.

 Learn more about our investment services


Our Investment Principles

Long term focus 

Investing is a long-term endeavor requiring patience.  Avoid chasing trends and returns.

disciplined research-driven process

Following a consistent, repeatable process grounded in principles leads to success over time.


control costs

Keeping an eye on costs can make a difference over time.  Investment costs include internal expenses of mutual funds and/or ETFs, transaction costs and tax consequences.


risk-management

Focusing on diversification and quality can reduce volatility as well as risk of not reaching investment objectives.


active/passive management

As opposed to choosing between active or passive investments, efficiently constructing portfolios among active and passive investment, combined with active portfolio decisions can add excess risk-adjusted returns over time.


Investment Strategies
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Our portfolios are professionally-managed, globally-diversified, low-cost portfolio solutions. Our expert investment professionals will manage a portfolio selected for your unique financial situation and help you maintain discipline to reach your investment goals.

Together, we will help you:

  • Create an investment plan. First, we'll create a proper overall stock/bond mix of investments based on your unique financial situation and your goals. Then, we'll control what we can by investing in a broad range of low-cost investments, while being aware of tax impacts.
  • Stick to the investment plan. We'll help you maintain discipline to stay invested for the long-term, through the ups and downs.
  • Adjust the investment plan. We'll closely monitor your portfolio and review your investment plan with you at least annually. We'll rebalance your portfolio to maintain your proper overall stock/bond mix of investments. 

First, you will work with your advisor to determine your overall allocation between Stocks and Bonds in each account according to your overall financial plan and risk tolerance.  Portfolio target asset allocations range from Stock/Bond mixes of 100% Stocks down to 20/80, in increments of 10%, with the option to be 100% Bonds.  

Once you and your advisor have agreed upon an asset allocation, we determine which of our professionally constructed models best fits your needs. Our core models are structured in such a way that we have a cost efficient and effective solution for any account size.

Each of these models can also be paired with certain other factors depending on the client situation, such as utilizing Municipal Bonds or a specialized investment strategy based on your specific needs as demonstrated by a financial plan.


Portfolio Management Fees
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CGN provides professional investment management services for clients who wish to delegate the discretionary management of their portfolio starting at 0.75% annually and tiering down from there.

CGN may aggregate accounts within a household for purpose of reaching tiers.  

Contact Us today to learn more about our investment management services and fees for your specific situation.

Resources

Resources

Click below to visit our Blog our or Video Library!

Partner Advisors

Providing a turnkey platform so you, as the advisor, can focus on what truly matters-financial planning for your clients.

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