FLORIAN FINANCIAL GROUP LLC

Overview

Florian Financial Group LLC is an independent registered investment adviser focused on serving individual and family clients with a mix of financial planning, discretionary portfolio management and pension consulting for smaller employer plans. The firm operates on a fee model that includes a percentage of assets under management plus hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one‑off planning or consulting projects. Investment activity centers on traditional pooled vehicles as the core allocation, with a meaningful allocation to mutual funds and corporate debt for fixed-income exposure. The firm supplements those core holdings with alternative allocations — notably private placements, direct real estate exposure and REITs — arranged through third‑party managers or direct transactions. Florian Financial Group LLC is not an active ESG investor and does not operate as a capital allocator; it manages client portfolios directly rather than running external funds.

Assets & Accounts

Investments & Alternatives

Location & Offices