Boutique & big

Our clients

The Advisory Group is privileged to have advisory relationships with exceptional people and organizations. See what their common characteristics are below.


Individuals

Fiduciaries

Our personal wealth clients are unique

Our personal wealth clients are dynamic yet humble people, passionate about their personal and professional interests, as well as helping others. They seek quality of life and security for their families, and are often the best at what they do in high-tech, law, wine-making, finance, product design or manufacturing, medicine and art. They prefer to spend their time on people, work and activities and they care deeply about, and value help optimizing their lives.The Advisory Group may be a very good fit if you:

  • Value trust, relationships and mutual respect
  • Self-made with a strong work ethic
  • First generation wealth
  • Are experiencing a life transition
  • Want to enjoy life but also help others
  • Are/have a woman engaged in the process
  • Conspicuous consumption is not a priority
  • Desire confidence about financial independence
  • Are intellectually curious and know there is more to learn
  • Value expert guidance

Our WealthStep.com program is our simplified on-line planning and investing service for family and friends of clients and other up-and-comers with <$1m, that can’t otherwise access a fiduciary advisor. Clients requested this and we delivered. WealthStep also provides a 401k participant advice program.

Reasons clients choose and stay with The Advisory Group include:

  • Integrity
  • Trust
  • Peace of mind
  • Expertise and quality of advice
  • Personal attention and relationship
  • Responsiveness
  • Independence, free of conflicts
  • Listening and understanding your needs
  • Honesty: we tell it like it is
  • Results towards goals

Our financial steward clients are unique

Our fiduciary clients are dynamic and intellectually curious fiduciaries who care about making a difference in the lives of beneficiaries and stakeholders.They oversee 401(k)/retirement plans and endowments, and take that responsibility seriously.

Client organizations are often the best at what they do in high-tech, law, wine-making, finance, product design or manufacturing, medicine, charter schools and other high-impact non-profits. They value unbiased, expert fiduciary management to efficiently make wise fiduciary decisions. With our guidance, they reduce liability, save time, improve employee morale and retirement readiness, improve cost-effectiveness and improve their bottom line.

Most institutional clients have assets of $10-$100m for fully custom designs and deeper support, and $1m-$10m+ for standardized custom guidance.

Reasons clients choose and stay with The Advisory Group include:

  • Integrity & trust
  • Expertise & quality advice
  • Careful listening to needs
  • Responsiveness
  • Independence, free of conflicts
  • Honesty: we tell it like it is
  • Results
  • Benefits of “Boutique & Big”

Our long-term near-0% client loss record speaks louder than words.

Want to learn more?

Contact us