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CG Financial

CG Financial

Wealth That Works for You, Not the Other Way Around

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We listen to what matters most, simplify the complexity, and advocate for your best interest at every step.

Most wealth management relationships are built around products. At CG Financial, ours is built around purpose. As an independent registered investment advisor, we believe truly great financial advice begins not with what the market is doing, but with what matters most to you, your family, your freedom, your legacy, and your vision for life.

Who We Serve

Complexity Simplified. Goals Achieved.

Our process is designed to remove the noise, simplify complexity, and put you firmly in control of your financial future. You don’t get a generic portfolio. You get a living, evolving plan shaped by your values, refined over time, and guided by fiduciary advisors acting in your interest.

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Business Owners

Business Owners

Owning a business means personal and professional finances are deeply connected. Decisions about growth, risk, succession, and protection impact not only the business, but your family and future. We help business owners simplify that complexity, protect what they've built, and align strategy with purpose so every decision feels intentional, coordinated, and clear.

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Business Owners

Owning a business means personal and professional finances are deeply connected. Decisions about growth, risk, succession, and protection impact not only the business, but your family and future. We help business owners simplify that complexity, protect what they've built, and align strategy with purpose so every decision feels intentional, coordinated, and clear.

Explore Solutions for Business Owners
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Individuals & Families

Individuals & Families

As life evolves, financial decisions grow more complex. Career shifts, growing families, and retirement planning introduce new questions and greater responsibility. We help individuals and families simplify that complexity, align wealth with their values and purpose, and move forward with confidence as priorities change.

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Individuals & Families

As life evolves, financial decisions grow more complex. Career shifts, growing families, and retirement planning introduce new questions and greater responsibility. We help individuals and families simplify that complexity, align wealth with their values and purpose, and move forward with confidence as priorities change.

Explore Solutions for Individuals and Families

How We Work

Listen, Simplify, Advocate: The Full Picture of Your Financial Life

We start by understanding your purpose, what you want your wealth to accomplish and why it matters. From there, we build and manage a coordinated strategy across investments, tax planning, insurance, and legacy planning so you never have to carry the complexity alone.

Our Framework

Your purpose becomes the blueprint. Before any strategy is proposed, we take time to understand your goals, timeline, and what financial success truly means to you.

"They actually get my situation."

From portfolios and tax planning to asset placement and legacy planning, we bring every dimension together into one clear, coordinated plan so complexity never stands between you and your wealth.

"I finally understand what's happening with my money."

As an independent registered investment advisor, our strategies are free from third-party influence. We negotiate and structure everything to deliver exceptional after-tax, after-cost value to you.

"I know they're always on my side."

Strategies

Right Assets, Right Place, Right Time.

The most overlooked dimension of wealth planning is not which assets to own, it is when they are needed. Strategic placement aligns every dollar, from retirement accounts and 401k plans to annuities and brokerage assets, to the time horizon it is designed to serve.

Explore Our ApproachSee The 5-Step Process
Explore Our Approach

Strategies

Right Assets, Right Place, Right Time.

The most overlooked dimension of wealth planning is not which assets to own, it is when they are needed. Strategic placement aligns every dollar, from retirement accounts and 401k plans to annuities and brokerage assets, to the time horizon it is designed to serve.

See The 5-Step Process

Our Team

The Experts Behind Your Plan

Our leadership team brings decades of fiduciary experience and a shared commitment to helping clients align decisions, protect what they’ve built, and prosper with confidence.

Meet The Team
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Anthony Mazzali portrait

Anthony Mazzali

Partner / CEO

CFP®ChFC®

Jeffrey Casey portrait

Jeffrey Casey

Partner / Senior Financial Advisor

CFP®ChFC®

Ken Evangelista portrait

Kenneth Evangelista

Partner / Chief Compliance Officer

Dan Schrock Jr. portrait

Dan Schrock Jr.

Head of Business Development, Marketing and Insurance Operations

CPCU®

Christian Whitehead portrait

Christian Whitehead

Head of Client Experience / Financial Advisor

CFP®ChFC®AIF®

Brent Bruggink portrait

Brent Bruggink

Head of Operations and Retirement Plan Services

CPFA®

Gino DeRango portrait

Gino DeRango

Head of CG Advisor Network

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Insights

Insights for Clarity

Thoughtful perspectives that bring clarity and support confident financial decisions.

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Insights

When the Business Outgrows the Plan

Learn why successful business owners need coordinated planning for ownership, succession, and life after an exit as their companies grow.

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Insights

CG Identifies Opportunity for the Wealthy

Explore how municipal bonds, separately managed accounts, and unified managed accounts may support tax-efficient income.

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Insights

The Value WE Bring to Our Clients

See how CG Financial describes its approach to investments, tax planning, behavioral coaching, retirement income, risk, and estate planning.

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Company Stats

Trusted Nationwide, Rooted Locally

With eight offices and more than $4.5 billion entrusted to our care, we bring the depth of a national firm and the attention of a local advisor.

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  • Statistic 1 of 4

    $4.5B+ AUM

    Entrusted to Us by Clients

    Over $4 billion in assets reflect the confidence families, businesses, and advisors place in our long-term fiduciary guidance.

  • 59

    Fiduciary Advisors Across Multiple Disciplines

    Our advisors bring diverse expertise in planning, protection, and practice leadership, united by a fiduciary standard that puts relationships before transactions.

  • 25+ Years

    Serving Families, Businesses, and Institutions

    For more than two decades, CG has helped individuals, families, and business owners align their financial decisions with purpose, independence, and long-term clarity.

  • 8 Office Locations

    Close to the Communities We Serve

    Eight locations allow us to stay close to the clients and advisors we serve, combining local relationships with the strength of a unified organization.

Our Companies

One Firm. Three Specialties. Your Complete Financial Team

Wealth management involves many moving parts: mutual funds, annuities, tax strategy, estate structures, life insurance, pensions, and Social Security planning, among other components. Most firms treat these in silos. We coordinate them as one unified system.

  • CG Financial Services

    Fiduciary financial planning and wealth management for individuals, families, and business owners.

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  • CG Insurance

    Personal and business insurance solutions to safeguard what you've built.

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  • CG Advisor Network

    A professional network helping independent advisors grow with clarity, independence, and shared support.

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CG Financial Services

Complexity Simplified.Goals Achieved.

Services

  • Financial Planning
  • Wealth Management
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  • Retirement Planning
  • Estate Planning
  • Employee Benefits
  • Insurance & Risk Management

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Broker Check

Check the background of this investment professional

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

CG Advisory Services Privacy Policy

You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.

Information provided on this website is for informational purposes only and is not intended to offer specific personalized investment, financial planning, tax, or accounting advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.

By clicking on certain links, you will leave our website. The link you have selected may be located on another server. We have not independently verified the information available through outside links. The links are provided to you as a matter of interest.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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