About the Bogdahn Group

The Bogdahn Group is an independent, employee-owned investment consulting firm, founded on the belief that each client deserves, and should expect, objective and unbiased information in order to make effective portfolio decisions.

We are a growing firm in all respects with people and clients located throughout the country. We are headquartered in Orlando, Florida with consultant offices located in Chicago, Cleveland, Dallas & Milwaukee. Our team consists of some of the industry’s top talent from a variety of educational and professional backgrounds. Our diversified team is made up of CFA charter holders, Certified Public Accountants, Certified Investment Management Analysts, Certified Investment Performance Measurement analysts, a Chartered Alternative Investment Analyst, and a Real Estate specialist.

We are committed to staying abreast of developments in our industry while making sure that we remain accessible, understandable and accountable to each of our clients.