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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
Daniel Guy
Managing Partner
Robert J. Bagonis, Jr.
Partner, Financial Advisor
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