The Advisory Resource Group, LLC

The Advisory Resource Group (ARG), operating as Compass Pointe Financial, provides investment management services to individuals, retirement plans, trusts, estates, and businesses. ARG manages accounts on a discretionary and non-discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. They determine client objectives, risk tolerance, and liquidity needs through personal discussions and develop a written investment plan. ARG also advises on legacy positions and assets held in employer-sponsored retirement plans and qualified tuition plans.