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VerifiedFinancial Services· Founded 2011

Cgn Advisors, Llc

CGN Advisors in Manhattan, KS, is an independent fee-only financial planning and investment management firm focused on helping clients enjoy today while planning for tomorrow. As a fiduciary, we’re committed to putting our client's needs ahead of ours. We don’t sell investment or insurance products, so we don’t receive commissions or kickbacks for making recommendations. At CGN, we cater to a diverse clientele that includes young adults embarking on their initial investment journeys, small business owners, medical professionals, and individuals approaching or enjoying retirement. Regardless of their age, income level, or portfolio size, our clients all seek expert investment advice and dependable guidance. Our team of seasoned advisors is committed to helping them grow and safeguard their wealth. We equip each client with the insights and resources necessary to make informed financial decisions for their future. 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. CGN is also proud to support almost 40 partner advisor offices around the country with its turnkey RIA platform. CGN takes many of the operations, billing, technology, marketing, compliance, and investment management functions off their plate so they can spend more time focusing on what truly matters–financial planning for their clients.

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HeadquartersManhattan, United StatesEmployees41(11 to 50)Annual revenue<$1MFounded year2011Websitecgnadvisors.comLinkedIn profileLinkedIn

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Top roles at Cgn Advisors, Llc

21 distinct titles indexed · top 10 shown.

  • 15investment advisor representative
  • 4financial advisor
  • 2client services associate
  • 2director - financial advisor
  • 1certified farm succession coordinator
  • 1client service associate
  • 1director - operations & compliance
  • 1fee-only financial planner and investment advisor
  • 1financial planner
  • 1financial planner author money boss mom
  • +11more titles

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