Consolidated Financial Management Group

Consolidated Financial Management Group, which also goes by Consolidated Financial, is an independent registered investment advisor in Dublin. It offers investment management, financial planning and retirement planning to individuals and families, and 401(k) and IRA based retirement plan services to businesses.

For companies, its advisors counsel the committees and fiduciaries responsible for corporate retirement plans and offer fiduciary consulting to plan sponsors. The firm acts as a fiduciary for its clients, is not tied to any family of funds or investment products, and works with custodians such as Charles Schwab. It was established in 1998.