The Financial Advisory Group “FinGroup” is an independent investment management company registered with the Securities and Exchange Commission, managing nearly 500 million dollars of investment portfolios, based on each client’s risks, goals and objectives.
With over 50+ years of collective experience, the professional team at FinGroup has excelled at helping individuals and institutions plan, build, and protect their assets and businesses through objective, comprehensive wealth management services. Our multi-disciplinary practice provides several services, including i) customized investment management (our primary focus), ii) comprehensive financial planning, and iii) tax preparation, review and planning. Sister companies, the Practice Advisory Group and Back Office Support Services also provide businsess and practice management services.
By design, FinGroup is a “boutique” firm specializing in fee-only wealth management. Our success is directly tied to the success of our clients. FinGroup’s flexible, small-firm environment provides hands-on personalized service. We go to great lengths to be accessible and available as needed. Our experienced professionals collaborate regularly on your behalf, resulting in timely and efficient investment decisions. We are independent, work for an agreed-upon annual fixed fee, and do not accept brokerage commissions. Unlike commissioned advisors, our decisions and advice are not biased in favor of selling specific investment products.
As no two clients are alike, we take time to listen, learn and understand your particular priorities. We communicate with you regularly in simple, easy-to-follow language. We utilize the most advanced technology for monitoring and managing investments, which produces meaningful reports that are clear, concise and current. Ultimately, we strive to provide bundled financial services that generate the results and added-value you expect and deserve.
