Financial Advice
Tailored to Doctors, Attorneys, Young
Professionals and Retirees.
Personal Recommendations
With over 20 years of experience we’ll ensure
you always get the best guidance.
Financial Planning
Planning helps form your investment strategy and also it gives us the ability to move you in the direction of your goals.
Investment Services
Managing your investment accounts on a discretionary basis – both Retirement and Brokerage Accounts.
Retirement Readiness
Having accumulated a nest egg, our retiring clients are ready for professional guidance.
Welcome to our Site!
Work one-on-one with a dedicated advisor who will help you design an investment strategy for you and your family’s goals.
View Services →
About Us
The Financial Planning Group is an independent financial services firm with over 20 years of experience providing financial advice for doctors, attorneys, young professionals and retirees.
Our business philosophy is simple — combine Expert Financial Advice with Life’s Gold Rule of treating other people in the same way we ourselves like to be treated.
Frequently Asked Questions
Is there a fee for an initial meeting with you?
No. There is no fee for your initial meeting with our advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.
Are you a Fiduciary?
Yes, We have taken a fiduciary oath to keep our clients interest first. As a fiduciary we are held to a high standard of care and by law must act solely in your best interest, at all times
How do you charge for your services?
Your advisor is non commissioned. Rather, they charge a fee based on the percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives your advisor an incentive to help you grow your assets. When you succeed, your advisor succeeds.
Bring us your questions and let’s work together
22
Years Experienced
1
Location
98
% Client Retention
Why Choose Us?
Expert Advice
We have over 20 years experience providing financial advice and investment services.
Personal Connection
Work one-on-one with a dedicated advisor. They’re available by phone, video chat, or face-to-face.
Hands On
Our advisors have their fingers on the pulse.
Who We Serve
Here’s some of the young professional clients we serve
Our young professional clients are emerging wealth builders. Typically earning in excess of 200k annually and focused on wealth accumulation.
John Walsh — Attorney
My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.
Nadia Lopez — Chiropractor
For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.
Jack Maguire — Pilot, SW Airlines
Broker has been marvelous for my business, their professionalism has been exemplary.
Louise Smith — RN, Piedmont Hospital
For financial advice you can trust
Our Partners
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
Note: Your details are kept strictly confidential as per our Privacy Policy.
770-251-9202