Why We Are Different

At The Money Advisor Group, we have a simple mission: to empower you to get along with your money for as long as you live. To do that, we believe we must measure success relative to your attainment of your life goals, not just against an arbitrary performance number. We are committed to using our time and talents to help you discover your goals, identify how best to use your money to achieve those goals, and implement strategies for success. 

WE ARE COMMITTED TO YOUR SUCCESS
        The only way we can be successful is for you to be successful in reaching your goals. We will always be available and accountable to you, to help you and your family achieve and maintain financial security. As we grow our own business, we develop long-term based on trust. Our role is to work with you to design a financial plan that reflects what is important to you and where you would like to be in the future. We then provide the coaching and encouragement to implement the necessary elements of the plan and to respond to the inevitable changes that will occur over time. We will be proactive in our relationship with you so you will see real progress and be confident in the steps being taken.

WE ARE FOCUSED ON YOUR NEEDS
        We are entirely focused on the complex financial issues faced by our select few clients. These individuals, families and small business owners fit into what we refer to as “the Ark.” The ark will not hold everyone. In fact, we take on a very limited number of clients each year to ensure that each client will receive an extraordinary service experience. Every client at The Money Advisor Group gets a “custom-made suit.” Our process is very personal and unique to your situation. As such, we are committed to serving only a select number of client families and businesses.

WE ARE INDEPENDENT AND OBJECTIVE
        We are an independent financial services firm, with fee-based advisors. We will put your best interest first, always. We will operate independently to align ourselves with the best service providers available. We will be transparent in all aspects of our relationship, always disclosing our fees and potential conflicts of interest. We believe our working capital is our honesty, character and loyalty.

WE WILL MAINTAIN A COMPREHENSIVE APPROACH TO YOUR PLANNING
        Our approach and process requires a 360 degree view of your financial situation. Once we fully understand your unique goals and values, we will provide custom-suited and fully integrated strategies to help grow and protect your money to make it last a lifetime.

WE WILL STAY TRUE TO OUR INVESTMENT PROCESS AND PHILOSOPHY
        We will maintain our “fly-by-the-instruments approach”: our rational and disciplined process will never allow emotion to disrupt your unique goal-driven investment policy. We will manage investment risk through proper diversification of your assets. We offer customized solutions via a disciplined philosophy and approach. Our due diligence and careful selection of turn-key asset management programs and money managers is based on an investment philosophy rooted in the unbiased research of Nobel Laureates and some of the most respected academics in modern history.

WE WILL MAINTAIN OUR PASSION FOR EXCELLENCE
        We will continue to strive to increase our expertise and exceed your expectations. Our team is fully committed to exceed all standards for professional continuing education so that our clients receive cutting-edge planning and investment advice. Our team has extensive experience and expertise in retirement planning, investment analysis, income distribution planning and qualified retirement plans. Some members of our team hold multiple professional designations (e.g., CFP®, CLU, ChFC, CLTC, etc.).