Certifications & Accolades
Fiduciary Financial Advisor
Since 1991, we've been dedicated to helping our clients navigate the complex world of finance.
Investing in life’s moments isn’t about making stock trades or moving investments—any financial advisor can do that. It’s about helping you reach your goals and finding strategies to make things simple. To do that, we are experts in these key areas.
Whether you’re navigating retirement planning, investment strategies, or legacy planning, our wealth management advisors are committed to crafting comprehensive solutions for your unique circumstances. With a steadfast commitment to removing conflict of interest, we are here to simplify complex financial landscapes and offer peace of mind for today, tomorrow, and beyond.
- Family
The people you love are your strongest motivation—in all areas of life, including financial planning. Wealth Advisors Group helps develop strategies so you and your family can live the best life possible, given the money you have.
- BusinessNo matter what size your business is, we help you make the most of it. Our focus is not just on your organization now, but what it will be in the future—even after you leave. We identify the strengths of your company in order to optimize returns for years to come. And, we equip you with strategies to help the bottom line.
- Retirement
Many workers are vastly unprepared to exit the workforce. Consider these government statistics from recent surveys:
• 48% of households aged 55 and over have NO retirement savings
• 60% of households have never calculated how much they need for retirement
• The average American will spend 20 years in retirementThere are many factors that contribute to a comfortable lifestyle in retirement. We examine all of them for you.
- LegacyYou realize the financial planning process extends beyond you, to other generations and even causes that you care about. We help ensure your assets will be distributed according to your wishes in the most tax-advantageous way, to maximize the support for your family and charitable organizations.
- Investments
Since investments are an effective way to build wealth, managing accounts for our clients is a large part of what we do. This is by no means a passive job, where we set up a portfolio for you and then sit back, selling a bond or buying shares when you ask us to. Instead, we are actively involved in your wealth management at all times. After we thoroughly discuss your situation and goals, we set up a plan and then monitor its movement continually.
- Tax PlanningBecause taxes inevitably add to the complexity of wealth management, we employ expertise both inside and outside our firm to take full advantage of all tax strategies available. In addition to monitoring changes in tax laws for the impact they could have on your financial plan, we utilize accumulation and distribution methods to minimize burden throughout every stage of your life.
- Above & Beyond
As an Above & Beyond Advising client, you receive even more intimate guidance from our team. No matter how complex your financial situation is, we come up with solutions that you can feel comfortable with.
- Fiduciary Advice
A fiduciary...
• Required to act in the client's best interests
• Isn't affiliated with a brokerage or product
• Doesn't receive commissions
• Paid by the client through transparent, structured fees
Business Owners & Executives
We can help solve a business owner's complex financial situation by providing expert advice and guidance in various areas. By analyzing the business owner's financial situation, goals, and risk tolerance, we help develop a comprehensive financial strategy tailored to their specific needs. We help business owners navigate complexities, make informed decisions, and work towards achieving their financial objectives with confidence and peace of mind.
Pre- Retirees & Retirees
We pride ourselves on guiding clients in achieving one of their greatest life goals of a successful retirement by providing personalized financial planning and guidance tailored to their unique circumstances.
Physicians
When we work with a physician, we can provide valuable financial guidance tailored to the unique needs and challenges that physicians often face.
Guiding them with expert financial advice tailored to their profession and personal circumstances, helping them build a solid financial foundation, achieve their goals, and secure their financial future.
Young Professionals
By providing guidance, support, and education, we can help young investors or current clients' children develop the knowledge, skills, and habits they need to make informed financial decisions and build a secure financial future. Helping young investors has been a rewarding experience that sets them on the path to financial success.
Faith Based Investing
Faith-based investments offer individuals the opportunity to integrate their religious or ethical convictions into their financial decisions, allowing them to support causes and companies that reflect their values while aiming to achieve their financial goals.
WHY YOU DESERVE A FIDUCIARY
Not all financial advisors hold themselves to the same standards. At Wealth Advisors Group, our seven experienced Certified Financial Planners® always act in the fiduciary capacity— one who is obligated to conform to a strict code of conduct. This commitment benefits you in many ways.
