The Financial Advisory Group Email Format
Financial ServicesTexas, United States11-50 Employees
The Financial Advisory Group operates as a boutique firm within the financial services sector, concentrating on wealth management. It works with clients to safeguard and manage their wealth while pursuing targeted financial objectives, delivering personalized service. The firm describes its staff as highly skilled, versatile, and adaptable. The company provides financial and tax planning through written, goal-oriented plans that cover budgeting, cash flow, retirement and education funding, taxes, estate planning, investments, and insurance. It is a fee-only registered investment adviser regulated by the SEC; client assets are held by independent custodians and managed according to each client's investment plan, with performance reviewed quarterly, and the firm is based in Houston, Texas.