CERTIOR FINANCIAL GROUP, LLC
SEC RegisteredHelping You Live Your Best Life Through True Wealth Planning
About the firm
Certior Financial Group helps individuals and families find clarity and confidence in their financial future through personalized, values-driven wealth planning designed around what matters most. Their fee-only fiduciary advisors provide clear, objective guidance grounded in trust, transparency, and enduring relationships. The firm serves clients across the country from its base in King of Prussia, Pennsylvania.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning services including starting a financial journey, retirement preparation and income planning, living-in-retirement management, legacy and estate planning, business owner planning, and guidance through life transitions and unexpected events such as widowhood.
Who they serve
Individuals and families at various life stages, including those starting their financial journey, preparing for or living in retirement, business owners, and people navigating life transitions such as divorce, widowhood, career changes, or inheritance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 311 | $103M |
| High Net Worth Individuals | 165 | $346M |
| Charitable Organizations | 1 | $3.2M |
36 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERTIOR FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.