Family Wealth Advisory Group, LLC

Family Wealth Advisory Group offers comprehensive wealth management, financial planning, and investment management services to individuals, high-net-worth individuals, trusts, and estates. The firm creates personalized strategies covering cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Family Wealth Advisory Group operates as a registered investment advisor that does not sell commissioned products, insurance, or financial instruments, relying instead on a fee structure based on a percentage of the value of your portfolio or fixed minimum fees. The firm utilizes a strategic asset allocation approach with a core and satellite strategy using index and exchange-traded funds alongside actively managed funds. Certified Financial Planners lead the practice, emphasizing customized guidance and ongoing relationship management.