Who We Are

Our Story

Wealth Advisory Group, founded in 1993, is an SEC Registered Investment Advisory firm (RIA) providing investment advisory services in two distinct segments:

  1. Corporate Retirement Plans: serving in the capacity of a 3(21) or 3(38) co-fiduciary advisor
  2. Individuals and Families: comprehensive financial planning and asset management

We combine sophisticated technology, access to unique investment solutions with transparency & independence to provide customized financial solutions to our clients unique financial goals.

Our Core Principles

We care about the retirement outcomes of the American worker and are determined to help create a significant, positive impact on their lives

Committed to Enduring Relationships
Always Placing Our Client’s Interests First
Obsessive about Client Service
Dedicated to Positive Outcomes

Our People, At Your Service

WAG’s sister company, Corporate Benefits Alliance, is a full-service employee benefits brokerage firm. For more information on the services offered by CBA, please click here.

Start working on your retirement today!

Contact Us

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