About Us

CERES Financial Group, Inc.  (CFG)

We are a full-service financial planning and investment advisory firm dedicated to helping clients build assets and achieve their financial goals. 

Our advisors have over 30 years of combined experience in counseling individuals on financial planning and wealth management strategies. We are an independent firm that has formed strategic alliances with some of the largest resources available in the financial services industry. These resources provide some of the most innovative products and services available so that we may customize financial plans tailored to suit our clients needs.

CERES Financial Group recognizes a responsibility to our clients in providing outstanding service founded on the principles of integrity, objectivity, competence and professionalism.

We place great emphasis on client communication and developing long term relationships with our clients.

Our goal is to become your trusted financial advisor. Our commitment is to provide you with straight-forward information, helping you successfully meet your financial goals and to simplify your financial life.

About Our Strategic Alliances

Royal Alliance Associates, Inc.

In cities and towns across the United States, certain financial practices are a cut above the rest. These firms consistently exceed industry standards for experience, service and client satisfaction. Locally prominent firms that choose to partner with Royal Alliance understand the importance of aligning with one of the leading independent broker-dealers in the country. Royal Alliance holds itself to high expectations and standards. In fact, only a select few of these firms meet Royal Alliance’s standards. Royal Alliance financial advisors have access to one of the broadest ranges of investment and risk management vehicles in the industry, including mutual funds, fixed and variable annuities, variable life insurance, stocks and bonds, and fee-based investment advisory services. Royal Alliance financial advisors are committed to your success.

Pershing, LLC

Pershing is the leading provider of comprehensive brokerage execution, clearance, data processing, and investment products and services to financial organizations worldwide.

Genworth Financial Wealth Management, Inc.

Genworth Financial Wealth Management, Inc. is an investment management and consulting firm dedicated to helping Investment Advisors take their businesses to the next level of profitability and growth. GFWM provides one of the most comprehensive fee-based investment management platforms in the industry, in addition to client relationship management tools and business development programs. GFWM, founded in 1996, currently administers 40,000 client portfolios, representing more than $6 billion in assets.  GFWM is the co-sponsor, along with CERES Financial Group, Inc., of an asset allocation system known as the CFG Asset Management Program. GFWM consults with the advisors at CERES Financial Group, Inc. to implement the program for their clients. As part of its consulting services, GFWM is responsible for account administration, fee billing, and performance reporting, and has developed internet-based software which provides CFG advisors with the capability of directly monitoring its clients' accounts, and accessing current information relating to the Program.