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Personalized advice and solutions to help you grow, enjoy, and protect your wealth and an unparalleled level of service.

A New Type of Planning

At Concierge Financial Planning Group, we lead with advice, not products, and get to know our clients on a deep level. Our disciplined process allows us to articulate, plan for, and pursue your goals as a team. Contact us today to get started.

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Who We Are

We are a team of highly-qualified professionals ready to serve you. Our advisors hold some of the highest industry designations, including having Edick Lucas a CERTIFIED FINANCIAL PLANNER™ professional.

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What We Do

We offer a comprehensive suite of services and work with clients in all stages of planning. No matter where you are today, we can help you get to where you hope to be in the future.

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Why We Do It

One of the reasons why clients choose to work with us and refer us to their loved ones is because we are invested in your successes. As fiduciaries, we always serve your best interest and are motivated by your goals.

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Our name, Concierge Financial Planning Group, was inspired by the high level of care provided by someone who is invested in you. Together, we will lay out a number of options, take the time to understand those options, and continually monitor your progress toward your goals.

Events

We continually holds events in our community to educate our clients and their families. Contact us today to learn about all the exciting presentations, seminars, and events we have planned.

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