28202 Cabot Road
Advisors in Charge
The Certus Financial Group offers you freedom. As a fully independent boutique broker dealer, we provide open access to a multitude of investment products and strategies, giving you the power to create plans most precisely tailored to the needs of your clients.
TCFG is not your typical firm. Mostly owned by the advisors, the spirit and culture of TCFG is one of camaraderie, not competition. When one of us succeeds, we all succeed. Quarterly meetings – for advisors only, without senior management – build a unifying, supportive dynamic that connects individual advisors. Advisors are fully independent, but informal groups and support networks form affording helpful support to their members to the extent desired. Advisors are willing to share and help each other market their specialties or create alliances to extend the services available to collective practices.