Giving You the Power to Outperform

We offer full-service investment and retirement planning solutions for individuals and organizations

Giving You the Power to Outperform

We offer full-service investment and retirement planning solutions for individuals and organizations

Just in: TCG Advisors named a Top 300 Firm by Financial Times. Read more.

OUR SERVICES

Customized solutions to meet your unique financial goals

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Private Wealth Management

Our focus is on managing more than just your money—we want to manage your wealth.

portfolio

Institutional Advisory

Spend less time worrying about finances and more time running your organization.

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Plan Sponsor Solutions

Lead your employees to financial independence with a retirement plan that works on their behalf.

people

Workplace Financial Wellness

We’re on a mission to improve financial literacy and financial health of our communities.

OUTPERFORM RETIREMENT

We work hard to help you live the life you want to live after your working years.

250+
high net worth clients

450,000+
plan participants

200+
institutional plans

A FIDUCIARY YOU CAN RELY ON

We have a legal-binding contract to act in your best interest

We believe in transparency of fees and services

We are completely product agnostic

We will act with no conflicts of interest

FOCUSED ON YOU

Our plans keep you at the center of our strategy

We tailor our strategies to fit your financial goals

Live representatives will always be there for support

Investment reviews help ensure we are meeting your goals

A FIDUCIARY YOU CAN RELY ON

We have a legal-binding contract to act in your best interest

We believe in transparency of fees and services

We are completely product agnostic

We will act with no conflicts of interest

We are committed to empowering communities across the country to escape financial stress and bring them one step closer to financial independence.

Chris Jamail, CFP®

Chief Marketing Officer

Insights and Thoughts from TCG

Check out our latest blogs written by our team of advisors!

Investing Beyond Company Stock

Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current... read more

Return to the Wild West for Texas 403(b) Plans?

Written by Mike Cochran Eighteen years ago, the Texas Legislature implemented what could arguably be described as the best system in the U.S. for regulating 403(b) plans in Texas public schools.  In 2019, the Legislature dismantled that system. The Legislature passed... read more

It’s 2019—What’s the Status of Your Estate Plan?

Hosted by Dennis Bielik, CFP, CFA®, FRM and Doug Paul, JD In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how... read more

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