Ross Financial Group

Overview

Ross Financial Group is a small, owner-operated advisory practice that serves individual and family clients with fee-based portfolio management. The firm combines investment management with insurance brokerage, positioning itself to coordinate both investment portfolios and insurance solutions for clients. Investment activity is concentrated and straightforward: the adviser favors equity exposure and implements portfolios largely through exchange-traded securities. The business focuses on direct portfolio management for individuals and small businesses rather than institutional consulting or pension work. The firm does not present itself as an active ESG investor and operates on a single-state footprint, which suggests a locally focused client base and hands-on relationship model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices