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Magnus Advisory Group, LLC
 
 
Overview: 

Magnus Advisory Group LLC (“Magnus”) is dedicated to two complimentary propositions: First, investment advice and financial planning are best delivered by independent advisors. Second, our associated investment advisers and their clients are best served by a firm that focuses on uncompromising standards of fiduciary care and compliance excellence.

Magnus is managed by David Dickinson and Beth Dickinson from their offices in Northport, Michigan. The two professionals have over 40 years of combined experience in the financial services industry and special expertise in the management of registered investment advisory firms, regulatory compliance and back-office operations.

After years of studying input from registered investment advisers and registered reps, Magnus was formed to meet some very specific needs. Our staff understands it can be difficult and expensive to maintain a professional and smoothly compliant back-office operation, while spending the necessary time to appropriately serve clients. By working with us, affiliated investment advisers can focus their valuable time and efforts on delivering exceptional client advice and service because they do not need to worry about the “back-office.”


 
 
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