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Our Clients

Tensed senior couple surprised over a conversation they are having with financial advisor The concept of family financial planning is often only reserved for the ultra-wealthy; but that’s not our client base. Our families are hard-working individuals who want to do everything they can to manage their wealth intelligently for their generation and the next. When their children become adults, we meet with them to get started on the right path with work benefits, budgeting, and saving. If their parents need help with the many financial challenges in their twilight years, we help them as well.

Our families see money as the fuel that makes their lives go. The Family Wealth Advisory Group team helps our families turn their money into comfort, education, travel, life experience, health, and philanthropy. We help them experience life as a journey and not a destination.

While appearing laid-back on the surface and in interactions with our clients, our team operates at a highly analytical and detail-oriented pace below. We are able to explain complex concepts in easy-to-understand terms while providing highly detailed reports, spreadsheets, and analyses for those who are interested in the finer points of our services.

The Family Wealth Advisory Group Team serves as your expedition guide through your life journey. We help you understand the resources available, point out special expeditions and opportunities, and help keep your whole family engaged in the journey and on the right path.