The Team
Your custom-fit financial plan is created, presented and managed by Tim Money, C
ERTIFIED F
INANCIAL P
LANNER™, a friend and advisor you know and trust. However, our comprehensive planning system is developed by a team whose combined wisdom and experience brings you the most innovative and integrated strategies for money management, income distribution planning, wealth preservation, and legacy planning.
Each member of our team is a specialist of sorts. Some of our team members hold multiple professional designations and have a combined 40 years of experience in financial services. Our resource base is extremely deep, with tax, legal and financial expertise to support every aspect of your relationship with us.
We are your trusted advisor, committed to being there for you when you need us, to partnering with the best service providers in the market, to working together to custom-build a plan that reflects your individual goals, and to executing strategies that allow you to see progress in reaching those goals.
Tim Money is the founder and President of The Money Advisor Group. He has been helping individuals and business owners achieve their retirement and investment planning goals since 2001. Tim works very closely with each client to develop a strategic plan uniquely suited to their needs. A life-long student of the great outdoors, Tim has learned the art of listening, the value of patience and the critical importance of a well-executed plan of action.
[More]
Jim joined The Money Advisor Group in March 2006. In his role as Director of Operations Jim provides technical assistance to virtually every area of the firm’s business. Jim is responsible for the management of qualified retirement plans for our business-owner clients through The Money Advisor Group.
[More]
Alex Stevenson is our Office Manager/Administrative Assistant. Alex was born and raised right here in Columbus, Georgia. She joined The Money Advisor Group shortly after graduating from Columbus State University in August of 2010.
[More]