Sound financial planning can lead you to many places...
We'll help you get there.
Strong client relationships are the lifeline of our business.
Let us show you how and why hard work, transparency, and communication have guided our success over the last three-plus decades.
HAVE A QUESTION? CONTACT US
We are available for phone, video conference or in-person consultations at whatever times you choose.
Give us a call at 760-494-6223 (Carlsbad, CA), or 203-269-4669 (Wallingford, CT),
or fill out our contact form below.
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What We Do
We pride ourselves on assessing each client's unique needs and providing custom tailored solutions to meet those needs.
We have helped clients define and achieve their financial goals for over thirty years. Unlike larger firms where you are treated like a number, we provide you with first-class, personalized service. We listen carefully to your unique needs and objectives. Your risk tolerance, financial and personal goals are all taken into consideration.
We meet face-to-face with most clients every six months for an in-depth review of their portfolios, and to determine if their objectives have changed. More frequent appointments are gladly arranged. Adjustments to investments can be made in response to life-changing events at any time. Telephone reviews can quickly and easily be arranged to accommodate busy client schedules.
Since each client’s financial goals and objectives are different, so too is their risk tolerance.
We encourage you to take the Riskalyze quiz to determine your tolerance for investment risk. This tool uses leading scientific theory to objectively pinpoint your Risk Number. We’ll use it to ensure your risk tolerance is in sync with your investments.
This helps us build a roadmap to success by calculating the probability of achieving your financial goals.
We value and believe in complete transparency with our clients.
You can access your accounts at any time from your computer or mobile device. You can see an overview of your portfolio, transactions, performance trends, and value comparisons over different time periods.
If you’re a current client and have yet to register your online account, please call 203-269-4669 and we will be more than happy to assist you with your account setup.
Thinking about selling your practice?
At Advantage Financial Group, communication is a crucial component of our business philosophy, and one of the main reasons we believe that more than 80% of our 300+ clients have been with us for over 20 years.
We have experience in buying practices and can provide flexible terms to fit your situation. Rest assured, we will treat you and your clients right. That is our promise to you.