Collegiate Financial Group (CFG) is a specialized financial consulting firm serving colleges, universities, and higher education professionals nationwide.
Our mission is to provide comprehensive and unbiased financial education, planning, and institutional consulting that empowers both individuals and institutions to achieve financial clarity and long-term success.
For institutions, CFG delivers strategic HR consulting, compensation design, benefits integration, and retirement plan governance to help streamline administrative functions and strengthen faculty and staff well-being.
For employees — including administrators, faculty, staff, and coaches — we provide independent financial planning and coaching focused on retirement readiness, wealth management, insurance, and estate preservation.
Through our Workplace Financial Education Programs, CFG partners directly with universities to deliver on-campus and virtual financial literacy programs that improve engagement, retention, and retirement confidence.
With decades of experience across higher education, CFG bridges the gap between institutional strategy and individual empowerment — helping the academic community thrive financially.
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Financial Consulting and Planning for Higher Education Employees and Institutions
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