Professional Advisors

We are one seat at your clients' table of professional advisors.

We are your trusted resource working behind the scenes to come up with the best strategies for your clients. Our goal is to become an extension of your practice in two areas where you don’t have the time or inclination to be proficient, Life Insurance and Corporate Retirement Planning.

Our members work alongside your team to equip you with strategies to best serve your clients. We help you leverage your time to focus on growing your practice while still delivering world-class service to your clients.

Who Are Our Professional Advisors?


RIAs & Financial Advisors

Accountants, Attorneys & Trust Departments

Private Equity Firms

P&C, Payroll, & Benefit Brokers

How We Helped...

A Private Equity Firm

A private equity firm approached the DeNovo Advisory Group based on concerns about the 401(k) plan of a portfolio company. Due to several systemic issues, the company’s 401(k) plan had incurred penalties in excess of six figures that decreased operating capital.

DeNovo Advisory Group professionals were able to perform a Corporate Retirement Plan (CRP) Audit and discovered a wide range of inefficiencies both in the investment options available to employees and the plan fees.

In addition, the company’s internal resources were spending a significant amount of time managing the plan due to lack of service by the current plan advisor. Ultimately, the DeNovo Advisory Group was able to drastically reduce plan fees to both the company and participants, provide improved investment options, and eliminate internal resource responsibility of plan management.

A Financial Advisor

A financial advisor working with The DeNovo Advisory Group acquired a book of business consisting of investment accounts, life insurance contracts, fixed/variable annuities and long-term care policies. While these are a portion of the advisor’s book, the main driver of growth for his practice is increasing his Assets Under Management (AUM).

He enlisted DeNovo professionals to review and service the insurance portion of his book. The DeNovo Team analyzed each policy and implemented a service model that offered efficiencies for the advisor and his clients.

The trusted advisor realized improved revenue and referrals while remaining focused on his preferred portion of the industry.

After going through our process, our clients can be confident that there is no better strategy in the industry for their needs.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

DeNovo Advisors Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG: 148294 (Rev. 6/15/20) (Exp. 6/24)