28202 Cabot Road,
The Certus Financial Group (TCFG) is a fully independent boutique broker dealer founded by Rick Roberts in 2012. The firm is largely advisor-owned and a solid network of professionally designated financial advisors across the United States.
TCFG strives to empower advisor and client success through its three lines of business.
For advisors considering partnering with a boutique-style broker dealer, TCFG offers various benefits.
If you are considering making a move and would like more information about TCFG and the the transition process, please contact us to schedule a conversation with Rick Roberts.