What Sets Us Apart?
We know you have choices when it comes to trusting your financial future to someone else. At Csenge Advisory Group, we like to think we've set ourselves apart from the competition, taking financial planning and investment management to a higher standard of excellence. Through our team's commitment to upholding the highest ethical and professional standards, coupled with our freedom from product commissions, our advisors can provide you with truly comprehensive financial advice.
What makes us different?
Fee-Based Financial Planning Services - Our planning strategies are not limited by a certain number or type of products. Where other companies may rely on steering you and your assets toward a particular set of products to drive their commission sales, our fee-based structure means that as your portfolio increases in value, so does the compensation of our fee-based advisor. Likewise, if yours decreases, so does ours, making us truly invested in your success. We do not simply prescribe recommendations for your financial portfolio; we manage it closely so that your assets are positioned to work for your advantage.
Certified Financial Planner™ (CFP®) - More than 25 years as Certified Financial Planners™ - the highest recognized standard of excellence for personal financial planning. Today more than ever, CFP® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.
Chartered Financial Analyst (CFA®) – This designation identifies members of an elite group of financial analysts within the financial business. The CFA® is considered throughout the world as the gold standard for investment analysis.
Chartered Market Technician® (CMT) – This credential is the preeminent, global designation for practitioners of technical analysis. The designation is awarded to those who demonstrate mastery of a core body of knowledge of investment risk in portfolio management settings.
Accredited Investment Fiduciary (AIF®) - designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Necessary training completed to ensure that an investment process is managed to an appropriate fiduciary standard of care