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:

  • Corporate Retirement Plans: serving in the capacity of a 3(21) or 3(38) co-fiduciary advisor
  • 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

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

  • We are determined to help create a significant, positive impact on the lives of the participants in the retirement plans we serve.
  • The same is true for the individuals and families we serve in our private wealth business where the relationships we build are focused on improving their lives through better financial decisions.

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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