THE FINANCIAL ADVISORY GROUP

Overview

The Financial Advisory Group operates as a corporation focused on insurance brokerage and fee-based financial planning. Its business model centers on providing hourly and fixed-fee planning engagements rather than acting primarily as a discretionary asset manager. The firm does not identify as an active ESG investor, does not present itself as a multi-state adviser, and is not listed as a capital allocator or pension consultant. Given those attributes, the firm's role is most consistent with delivering financial planning and insurance solutions, then referring or allocating clients to third-party investment managers when needed. Investment activity appears modest and targeted. The firm uses mutual funds and corporate debt for core portfolio exposures and routes alternative real estate allocations to external third-party managers. That mix suggests a conservative, implementation-oriented approach: pooled mutual funds for diversified equity and bond exposure, corporate debt for yield and capital preservation, and externally managed real estate vehicles when clients seek alternative diversification.

Assets & Accounts

Investments & Alternatives

Location & Offices