Magnus Financial Group

About Magnus Financial Group
Magnus Financial Group LLC is an independent investment management firm. We can provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security.

The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. We utilize both quantitative and qualitative research to help evaluate our clients’ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change.

Our approach emphasizes:
-modern technology which provides transparency and real-time access
-personalized service focused on our clients
-executing on a plan with the goal of providing long-term financial security
-systematically revisiting the plan to review, reassess and recalibrate

Each client’s needs are different. Magnus provides investment advisory services tailored to the client’s unique circumstances. Magnus advisors consult with clients on an initial and ongoing basis to assess their specific risk tolerances, time horizon, liquidity constraints and other factors relevant to the management of their asset portfolios.

If clients’ financial situations change, or if their investment objectives and/or risk tolerances change, clients are advised to promptly notify Magnus. 

Senior Managing Director, Sharon Hayut (BS '02)