Asset Advisory Group, Inc. is a federally registered investment advisory firm that is compensated on a fee-only basis. In addition to managing assets, our firm offers to provide financial planning services.
Simply, our process is to review your current financial picture, identify problem areas, and recommend appropriate remedies or strategies. We believe that investments and financial planning are an evolutionary process with no one right answer or solution. Our goal is to create, preserve, and manage family wealth.
We have developed many professional relationships that help us bring the necessary expertise, strategies and research to help our clients achieve successful results. These relationships include tax/estate attorneys and accountants and the most prestigious investment houses and banks in the world. We value these relationships and firmly believe in our network of professionals, which enables us to better serve our clients.