Collegiate Financial Group was created specifically to serve higher education professionals. We are authorized advisors with deep expertise in TIAA, Fidelity, and other university-sponsored retirement programs, as well as state and institutional plans. As administrators, professors, and staff move between universities, many accumulate multiple retirement accounts, insurance plans, and investment accounts that become difficult and time-consuming to manage. We do the heavy work of reviewing, organizing, and managing these plans, helping individuals consolidate retirement accounts from previous institutions when appropriate and create a coordinated strategy that follows them throughout their careers. 

Our approach is independent and unbiased. We do not manufacture products and are not limited to recommending any single company’s solutions. Instead, we help individuals understand and compare options from multiple providers so decisions are based on what is most appropriate for their goals and circumstances. In addition to retirement planning, we provide transition support, investment management, insurance guidance, and ongoing financial education. By taking on the complexity and coordination, we allow administrators, professors, and staff to focus on their careers while knowing their financial plan is being actively managed with clarity and care.