TGS Financial Advisors Revenue
Financial Services • 
Radnor, Pennsylvania, United States • 11-20 Employees
TGS Financial Advisors revenue & valuation
| Annual revenue | $9,137,470 |
| Revenue per employee | $457,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,300,000 |
| Total funding | No funding |
Key Contacts at TGS Financial Advisors
James Hemphill
Managing Director
David Burd
Cofounder, Advisory Consultant
Company overview
| Headquarters | 100 W MATSONFORD RD STE 3-304, RADNOR, PA 19087-4551, US |
| Phone number | +18005254075 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Disciplined Investing, Asset Protection, Wealth Management, Education Planning, Financial Planning, Estate Planning, Investment Management, Retirement Transition, Long-Term Investing, Family Meetings, Retirement Cash Flow Planning, Physician Financial Planning, Evidence-Based Investing, Financial Professional Collaboration, Inter-Generational Wealth Planning, Investor Behavioral Coaching, Spending & Saving Strategies, Tax Awareness, Early-Career Physicians, Peak-Career Physicians |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
TGS Financial Advisors Email Formats
TGS Financial Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About TGS Financial Advisors
Expert Financial Planners and Strategists to Physicians and High-Net-Worth Individuals TGS Financial Advisors is a fee-only advisory firm with 40+ years of experience helping successful families. We are based in suburban Philadelphia and we serve clients throughout the US. We adhere to a fiduciary standard of care in all of our client relationships. As a fee-only firm, we receive no commissions or payments for any financial products or services. We believe in strong relationships that span generations. Our team approach combines the talents of our advisers with an excellent operations staff. We employ five Certified Financial Planner (CFP®) professionals. Among our advisers, we also hold the Retirement Management Analysist®, Certified Student Loan Professional®, Certified Private Wealth Advisor®, and Certified Investment Management Analyst® designations. We work closely with each client’s team of professional advisers, including attorneys, CPAs, insurance agents, and trust officers. Our investment process uses evidence-based investment principles from Nobel Prize-winning academic research to construct target portfolios at four risk levels. All portfolios are managed on a discretionary basis and our compensation for investment management is based on portfolio value. Our focus is on your lifetime financial security and our work extends far beyond investing. Do you have an estate plan? Are you optimizing your savings? Do you have the right insurance protections? Can you afford to retire, buy a new home, send a child to an Ivy League university, make a gift to charity? Our job is to understand your finances and your values. We walk alongside our clients, committed to serving them and their aspirations. To learn more, visit our main website and/or our physician-specific website, TriageMD.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
TGS Financial Advisors has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
TGS Financial Advisors has never raised funding before.
TGS Financial Advisors Tech Stack
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