The Financial Advisory Group
Building futures, one family at a time…
Every family has questions and concerns about the financial issues critical to a family’s long-term well-being: building wealth, funding an education, planning for retirement, and more.
The Financial Advisory Group is a fee based Asset Management and Financial Planning Firm based in York, Pa., staffed with three Certified Financial Planner® Practitioners with combined experience of over 45 years. We strive to be the foremost trusted advisor to those whom we represent, through outstanding service and caring relationships. We have developed an approach that provides families with a clear path toward important lifetime financial goals.
Unlike some firms that focus on commissions from a limited number of investment products, the Financial Advisory Group offers guidance based on what’s best for you. We offer independent, objective research designed to help pursue your goals.
Another factor sets us apart: the value we place in an individualized approach. Every individual or family comes to The Financial Advisory Group with a unique set of circumstances – and unique challenges. Our advisors take time to understand each family’s situation, using a thorough discovery process to develop a plan.