Who We Are
Our Philosophy
A great temptation by many advisory firms is to focus primarily on investment performance. While performance is critically important, at The Money Advisor Group we craft a customized financial plan that is as unique as your own signature. Truly effective planning and investment management may at times seem a bit overwhelming; however, our committed staff will provide the guidance and encouragement to design the life in retirement you have always dreamed about.
Some of nature’s most passive structures are also nature’s most enduring structures. The great Rocky Mountains of the West and the majestic Redwoods of the Pacific Northwest are great examples. Their strength is a testament to their ability to work with nature, not against it. Our passive investment philosophy is similar in that it is grounded in a fundamental belief in the efficiency of financial markets, not the wisdom of money managers. Rooted in the unbiased research of Nobel Laureates and some of the most respected academics in modern history, our process is a rational and disciplined approach to investment planning.
The Money Advisor Group approach is very personalized and employs only innovative and comprehensive planning design. Our active process of discovery, analysis, integration and implementation is centered on your personalized financial goals and custom-designed strategies that will enable you and your family to reach your personal financial goals.
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.
Our Clients
At The Money Advisor Group, we work with individuals, families and businesses that have become challenged with the very success they sought in the beginning. We greet these challenges with a keen focus and deep expertise to turn these complex financial needs into opportunities to grow and prosper.We devote constant attention to our clients’ planning and investment policy. Our comprehensive approach is built to respond to a dynamic, unpredictable, and complex financial world. Not only are the financial markets and tax laws always changing, but our clients’ circumstances are always changing as well.
Our clients look to us for results. We are their trusted partner.
They know we care about every aspect of their well-being and know we will work diligently with their other advisors to navigate the constantly changing financial environment. Our approach is unique—and so are our clients. Virtually every one of our clients has worked their entire life for the accumulated wealth they have. They want a management process that is timely, smart, and brilliantly executed. They understand the value and role of a trusted advisor who provides expert guidance. We literally partner with each client and strive to deliver a standard of care that will amaze them.
Questions to ask yourself
As you are considering whether The Money Advisor Group is the right planning firm for you, here are some questions you may want to contemplate:
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Am I willing to share my values and life goals with my advisor?
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Am I willing to allow my advisor to know my dreams, fears and aspirations?
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Am I advisable? That is, am I willing to change how I make my day-to-day decisions if that is what is needed to meet my long-term goals?
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Am I willing to see my comprehensive financial health and success as more than simply investment performance?
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Am I willing to allow myself the freedom to live confidently, fully and purposefully?
If the answer is yes, contact one of our team today and start discovering the advantages of a custom financial plan.
Ready To Get Started?
"If you believe in yourself and have dedication and pride- and never quit, you'll be a winner. The price of victory is high but so are the rewards."
- Coach Paul "Bear" Brvant