About

Why Magnus Financial Group?

Magnus Financial Group LLC is an independent investment management firm dedicated to delivering personalized wealth management and financial planning services. For over seven years, we have built our practice on the principle of putting clients first, helping individuals, families, and businesses navigate their financial lives and achieve long-term security.

Our Approach to Wealth Management

At Magnus, we believe that a successful financial strategy begins with a clearly defined plan tailored to each client’s unique goals and circumstances. By combining quantitative data with qualitative insights, our advisors and Investment Team work together to develop and maintain asset allocations that align with your risk tolerance, time horizon, and evolving needs.

Key elements of our approach include:

Modern Technology: Offering transparency, real-time access, and mobile performance monitoring.
Personalized Service: Providing dedicated attention and ongoing support as your life and financial situation evolve.
Disciplined Execution: Implementing carefully designed strategies aimed at providing long-term financial security.
Ongoing Review: Continuously reassessing and recalibrating your plan to stay aligned with your objectives.

A Collaborative Process

Our process begins with getting to know you, understanding your situation, and clarifying your objectives. We then craft a comprehensive plan, present our recommendations, and gain your approval before executing your strategy. Communication is integral to our ongoing relationship—our team will meet with you regularly throughout the year to ensure transparency, discuss adjustments, and keep your plan on track.

Beyond initial planning, our efforts focus on optimizing client portfolios, timely rebalancing, and tax-loss harvesting. We equip you with user-friendly mobile technology to monitor performance and stay engaged with your financial progress.

The Investment Team

The Magnus Investment Team supports our advisors by monitoring portfolios, conducting market research, and providing timely insights. By working closely with this dedicated team, our advisors ensure that client investments align with their personal financial plans and goals.

Core responsibilities of our Investment Team include:

Proactive Monitoring: Actively reviewing client holdings and adjusting allocations as needed.
Disciplined Rebalancing: Realigning portfolios to adhere to each client’s investment policy statement.
Optimal Asset Location: Striving to achieve the desired return objectives within the client’s risk parameters.
Multi-Year Discipline: Magnus’s investment committee reviews monthly the firms security research list on both a quantitative and qualitative methodology.
Tax Efficiency: Conducting customized annual tax-loss harvesting to minimize tax consequences.

Our collective efforts at Magnus Financial Group reflect a commitment to delivering outstanding service, informed guidance, and adaptable strategies—ultimately helping our clients build, preserve, and enjoy their wealth over the long term.

Magnus Operations Department

The Magnus Operations Department strives to create a world class client experience providing clients with a dedicated team member assisting with the following:

Client onboarding, wire transfers, money movements, online access, and general support for all inquiries

Financial Planning

Every client at Magnus receives a financial plan and blueprint with the goal of either achieving or maintaining financial independence. Our goal in creating a blueprinting process helps maintain a multi-year thoughtful and tax efficient discipline. Further integrating our clients investment planning with their financial needs

Insurance Planning

The Magnus Insurance Team supports clients with existing customer service inquires along with new business initiatives and underwriting.

Firm Awards & Advisor Recognition

Organizational Memberships

FINANCIAL ADVISOR IQ LEADERSHIP COUNCIL

The council is a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices.

To qualify, advisors must meet certain basic qualifications: they must manage or advise on at least $50 million in assets, have three or more years of experience as a financial advisor/broker, maintain an excellent compliance record, and express a desire to engage with industry issues.

(Neither the advisors nor their parent firms pay any fees to the Financial Times or its FT Specialist subsidiary in exchange for inclusion in this community.)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC (CFP BOARD)

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: Education, Examination, Experience and Ethics.

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.

CFA INSTITUTE

CFA Institute is a global community of more than 145,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.

THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC)

The National Association of Estate Planners & Councils was formed in 1962 and incorporated in 1963 as a non-profit business league by 13 estate planning leaders from nine councils. The association’s core belief is that the team concept of estate planning best serves the client. Each program, benefit and service is developed with this single value in mind.

The NAEPC boasts over 260-member estate planning councils and provides services to their estimated 29,0000 individual members. In addition, the association has nearly 1,800 active Accredited Estate Planner® designees with representation in nearly every state of the country. Professional are typically within the accounting, insurance, legal, trust services or financial planning fields, all with a focus on estate planning.

All individuals obtaining the AEP designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.

ESTATE PLANNING COUNCIL OF NEW YORK CITY, INC.

The Estate Planning Council of New York City is an interdisciplinary organization for professionals involved in estate planning. Since its inception in 1959, the Council’s primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, and others substantially involved in estate planning and to promote cooperation among them.

Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest. In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the greater New York City professional community.

FORBES FINANCE COUNCIL

Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

Forbes Finance Council members are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com. Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

Philanthropy

Positive Coaching Alliance

Positive Coaching Alliance (PCA) develops Better Athletes, Better People through resources for youth and high school sports coaches, parents, administrators, and student-athletes. In addition to 1,000+ free audio-video and printable tips and tools at PCADevZone.org, PCA has partnered with roughly 3,500 schools and youth sports organizations nationwide to deliver live group workshops, online courses and books by PCA Founder Jim Thompson that help those involved in youth and high school sports create a positive, character-building youth sports culture.