Tilson Financial Group, Inc.
Tilson Financial Group, Inc. is a New Providence, New Jersey-based, SEC-registered investment advisory firm founded in 1991 and incorporated in 2000. The firm is independent and offers comprehensive wealth management, investment management, and financial planning services to individuals, families, pension and profit-sharing plans, trusts, and business entities. It is solely owned by Robert Tilson and has approximately 8-10 employees providing both discretionary and non-discretionary portfolio management and holistic advisory services. Clients include retail investors, high-net-worth individuals, and small businesses, all served in a fiduciary capacity.
Investment Strategy
Tilson Financial Group provides personalized financial planning and investment management, allocating client assets among a diversified mix of investments tailored to individual goals, risk tolerance, and objectives. Their services encompass retirement, tax, estate, and education planning, delivered on a discretionary or non-discretionary basis. The firm does not sell investment products and maintains a transparent, fee-only structure. Their investment philosophy emphasizes long-term, client-focused solutions rooted in fiduciary responsibility.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCRB | VANGUARD MALVERN FDS | 11.89% | $36.2M | 461,275 | $78.07 | $78.41 | +$2.7M |
V VUG | VANGUARD INDEX FDS | 10.88% | $33.1M | 69,011 | $385.46 | $479.61 | +$1.1M |
D DFLV | DIMENSIONAL ETF TRUST | 7.98% | $24.3M | 737,974 | $28.57 | $32.90 | +$1.8M |
D DFAS | DIMENSIONAL ETF TRUST | 6.62% | $20.2M | 294,454 | $57.30 | $68.46 | +$1.4M |
E EVSD | MORGAN STANLEY ETF TRUST | 4.86% | $14.8M | 287,831 | $51.40 | $51.40 | +$14.6M |