The Financial Advisory Group is a fee based Asset Management and Financial Planning Firm based in York, Pa., staffed with four CERTIFIED FINANCIAL PLANNER Practitioners with combined experience of over 60 years. We strive to be the foremost trusted advisor to those whom we represent, through outstanding service and caring relationships. We have developed an approach that provides families with a clear path toward important lifetime financial goals.
Our investment management fees are based on a tiered percentage of your Assets Under Management (AUM). Your fees depend on the total assets we’re managing for you – which we find is clear and fair for all our clients.
Wealth Management
We offer a dynamic approach, steering clear from the beaten path most advisory firms tread. Unlike traditional wealth management services that tie advice to the possession of assets, we hold firm to a distinct philosophy. We offer flat-fee financial planning because quality advice should be accessible and affordable, regardless of your asset size. This approach enables us to focus on what truly matters: delivering comprehensive, tailored strategies that fit your financial goals. Our commitment is to help you navigate your financial journey with confidence and clarity, every step of the way. Embrace a different kind of financial planning, one where your needs come first.
Welcome to The Financial Advisory Group, your experienced financial planning partner located in York, PA. For over four decades, we have focused on providing personalized, objective financial guidance based on your best interests, not commissions. Our experienced team of five Certified Financial Planners embraces the uniqueness of each family’s financial journey, crafting bespoke plans that align with your goals, aspirations, and challenges.