Broker Check

Our Services

Created almost 25 years ago and still managed by the original founding principals and a superb professional support team, The Advisory Group offers both a wide array of services for individuals seeking investment and wealth management support as well as professional services for trustees and pension committees of retirement plans.

The importance we place on paying attention to the needs of our clients throughout our relationship—combined with our deep working knowledge of available investment instruments, our mastery of analysis tools and our monitoring of market dynamics and of the ever-changing State and Federal regulatory environment—allows us to make timely recommendations for the readjustment, re-selection or re-balancing of client plan components if and when called for.

Services for Individuals

We offer a wide array of financial planning and investment management services for individuals, from simple counseling to the planning, execution and maintenance of programs ranging from single investments through multi-instrument wealth management programs.

Based on what we learn about your short-, mid- and long-term goals, we can recommend plans that touch on:

  • Retirement (helping to pursue your desired income and lifestyle)
  • Insurance/risk management (protecting you, your assets and your dependents with life, health, disability and long-term-care insurance)
  • Education (preparing for your children’s and grandchildren’s future)
  • Estate planning (planning for your children’s inheritance, charitable gifting, establishing a foundation and more)

And as requested in most cases, we are prepared to go beyond mere planning to fully implement the recommended program(s) and take responsibility for their ongoing maintenance and reporting, offering clear and consistent communication with you every step of the way.  (See Our Process)


Services for Businesses

The Advisory Group provides a variety of business services to professionals charged with fiduciary and employee-benefit responsibilities – and here, too, our philosophy of paying attention, acting smart and staying in touch benefits both our direct clients and, in the case of retirement plan directors and administrators with whom we work, their plan participants as well. We take this charge very seriously.

Our services for businesses include the following defined contribution plan services (which vary as appropriate for 401[k], 403[b], Profit Sharing and SEPs)

  • Assistance in selection of a recordkeeping vendor (platform) for their organization’s plan
  • In-depth assessment of plan investment options – offering pension committees/trustees independence in selection and monitoring of their plan’s options and participants’ choices
  • Participant education – holding on-site meetings, providing written materials as well as personal and telephone access to our advisors

In addition, The Advisory Group offers these business services

  • Cash reserves management
  • Defined benefit plans
  • Succession planning