The financial industry has evolved, but not always for the better. Many advisors rely on expensive, impersonal investment programs that add unnecessary fees and tax complications. At Forge Financial, we take a different approach—one that prioritizes transparency, efficiency, and client involvement.

What’s right for you is likely not what’s right for your neighbor. That’s why we build customized portfolios using individual stocks. This keeps costs low and helps us align your investments with causes you believe in.

Depending on your goals, we also incorporate other assets such as gold, real estate, master limited partnerships and other assets that aren’t correlated to the stock market.

Market conditions change, and so should your investment strategy. We don’t take a one-size-fits-all approach. Instead, we actively manage risk by using stock options and alternative strategies when needed while helping to ensure capital preservation with cash, money markets, U.S. treasuries and Certificates of Deposit.