About Us

Our practice culture is built on three core principles: comfort, competence, and security. We want you to realize that you are dealing with a team that has the experience and knowledge to guide you through your financial journey. Additionally, we primarily work with individuals who are 50+, are within 10 years of retirement, or currently retired. Minimum investment assets for planning and investment management services are $1 million. 

Our investment philosophy is grounded in sophisticated asset allocation principles, applied with a blend of knowledge and common sense. We aim to provide growth and planned income levels without succumbing to the short-term negative news that often disrupts investment strategies. Our approach is designed with the goal to be both prudent and effective, striving to ensure that your financial goals are met with stability and foresight.

The financial professionals at The Advisory Group are registered representatives with LPL Financial. This affiliation provides us with access to a comprehensive list of non-proprietary investment solutions, free from any product or sales quotas, helping to ensure our advice is always in your best interest.