Investor profile

Ethos Financial Group logo

Ethos Financial Group

Other

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Investment thesis

Ethos Financial Group is a registered investment adviser (RIA) and wealth management firm based in King of Prussia, Pennsylvania. The firm specializes in guiding high-income professionals, entrepreneurs, and ultra-high-net-worth families through integrated investment management, financial planning, tax strategy, and estate planning. Its model unites attorneys, financial planners, and investment experts under one roof to deliver proactive, personalized strategies. Ethos also offers institutional consulting, family office coordination, and an adviser platform for independent financial advisors seeking practice support and institutional-grade investment solutions.

Team

James Judge

Partner, President

Other

Daniel Guy

Managing Partner

Other

William Lane III

Partner, Financial Advisor

Other

Robert J. Bagonis, Jr.

Partner, Financial Advisor

Other

Ray Micaletti

Chief Investment Officer

Other

Michael Malone

Financial Advisor

Other

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