Facts and Insights
WORCH FINANCIAL GROUP, LLC is a renowned financial advisory firm that caters to individuals, families, and businesses seeking expert financial planning and wealth management services. With their team of experienced and qualified advisors, they assist clients in achieving their long-term financial goals by creating tailored strategies based on their unique needs and objectives.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 10 | In business since 2005 |
The impressive amount of assets under their management reflects the trust and satisfaction of their clients, as well as the effectiveness of the firm’s investment strategies. With a team of 10 dedicated advisors, WORCH FINANCIAL GROUP, LLC is able to provide personalized attention to each client, ensuring their financial needs are met efficiently. The firm has been in business since 2005, making them a well-established player in the financial advisory industry.
Financial Services Offered
WORCH FINANCIAL GROUP, LLC offers a wide range of financial services to help clients build and preserve their wealth. These services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Education Planning
- Tax Planning
- Estate Planning
- Insurance Planning
The firm’s team of experts use their extensive knowledge and experience to create customized financial plans and investment portfolios for each client, taking into consideration their specific goals, risk tolerance, and time horizon.
Client Types
WORCH FINANCIAL GROUP, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
- High-Net-Worth Individuals
The firm’s services and strategies are tailored to meet the unique needs of each client, regardless of their financial situation or stage of life.
Fees & Compensation
WORCH FINANCIAL GROUP, LLC is a fee-only financial advisory firm, meaning they do not receive commissions or any other form of compensation for recommending specific products or services to their clients. This eliminates any potential conflicts of interest and ensures the firm is always acting in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, providing an incentive for their advisors to help clients grow their portfolio. The exact fee structure may vary depending on the client’s assets and the complexity of their financial plan.
Background
Founded in 2005, WORCH FINANCIAL GROUP, LLC is headquartered in New York City. The firm’s founder and CEO, John Worch, has over 30 years of experience in the financial services industry and is a Certified Financial Planner (CFP®).
The firm’s team includes experienced advisors with various certifications and qualifications, such as CFP®, Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®), providing clients with diverse expertise and perspectives.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, WORCH FINANCIAL GROUP, LLC takes great care in adhering to all regulatory requirements and maintaining transparency with their clients. The firm has a clean record with no disciplinary actions, complaints, or regulatory sanctions.
It is always important to conduct thorough research and due diligence when choosing a financial advisor, and WORCH FINANCIAL GROUP, LLC is proud to have a spotless track record that instills confidence in their clients.