Broker Check

Being A Client 

A refreshing client-advisor experience

It doesn't start with 'who we are' – it starts with who you are. Your goals and dreams aren't just about numbers. They're about what really matters to you: your work and family, the way you want to live, and what you want to leave behind. The 'one size fits all' model doesn't actually fit anyone very well. You're not off the shelf, and neither should your financial advice be. 

The process of developing a financial plan that's right for you means we come to an understanding together of your hopes, dreams and choices; the level of risk you are comfortable with; and what you really need to meet your goals. At Risk Management Group, we adhere to the fiduciary standard. That means we put your interests first, always.

How do we do that? We listen more. We help you understand more. We care about the experience clients have with us each day. The smartest investment we make in each other is time. As we build a relationship of trust and understanding we can help you make decisions that take you where you want to go.

A goal is a dream with a deadline and an outline. We help you set and pursue goals financially and personally - whether your dream is to maximize your retirement, whether you want to leave a legacy or travel or move to another country; our team of experts help shape dreams into goals and goals into reality.

How we add value

We listen more.

We listen to you so that we can offer personal service. It's different for every client because every client's needs are different. Meeting those needs—for every client, every time—is how we define success.

We'll explore unique financial opportunities for you as we work to build your financial picture. We actively look for areas that we can add value. That means checking in with you from time to time. Why wouldn't your advisors ask you how often you'd like them to check in with you?

Your needs, your goals, your history, and your risk profile are all parts of your relationship to money and how your plan should be created and implemented. We ascribe to behavioral finance - your comfort with your investments has much to do with your success. 

We help you understand more.

You'll notice that we ask a lot of questions. Frankly, it's the best way for us to get to know you and your family and truly understand your plans for your money and your future. It's not enough to just build a portfolio and send out statements. While we manage your investments too, our responsibility to you goes even further:

Our job is to communicate in ways that makes sense to you, guiding and empowering you to make decisions that are in the best interest of yourself and those you care about. It's important to us that you understand the strategy behind what we're doing and how it affects you and your family.

So that you can worry less.

We offer big-firm benefits, institutional knowledge and research combined with a customized process. As a specialized and high-service firm, we are an excellent complement for clients who want personalized and attentive service but who also need an advisor with the expertise and resources to handle complex financial situations.

We're intentional about our size. As a private wealth management firm, we take pride in the level of attention we are able to give our clients. Our collaborative team of professionals work for  you and with you. You aren’t just assigned to one advisor in the group. Our combined expertise is geared towards bringing better outcomes for you.

If there is a dollar sign attached to it, that's the kind of thing you should be asking us about. That's the nature of our high-touch relationship. If we don't have the answers, we'll help you find them. Our job is to make sure you feel comfortable and safe with your economic decisions and your financial future. 

What we offer


Our professionals include Certified Financial Planners (CFP®) and Accredited Investment Fiduciaries (AIF®). That means you receive impartial advice. Your needs first, always.

Investment Management

Investments are a tool to help you work towards achieving your financial objectives. The kinds & amounts of risk that are appropriate for you can be as important as the specifics of the investments themselves.

Comprehensive Financial Planning

It's much easier to achieve your goals if you have them. We help you define your objectives and gear your investments to their attainment.

Retirement Planning

Will your money outlive you or will you outlive your money? We help craft your portfolio to help you towards achieving living well for as long as you live.

Enhanced Tax Management

Tax-efficient investing solutions can considerably enhance your returns so that you keep more of what you earn.

Safety Nets & Insurance

There are things over which we have little control. Insurance is a vehicle that can help to mitigate these risks at a reasonable cost. It's hedging your future.

Legacy Management

We can review your documents to help ensure your estate is protected and properly directed for your lifetime and that of your heirs.


We can connect you with professionals that may help from our network, or work with those already on your team.

Banking & Credit Solutions

Debt is also an investment class. We review your credit use and options and analyze how they fit in your wealth portfolio. A variety of lending solutions, from loans to cash advances and more may be available. 

Philanthropic & Impact Investing

Opportunities to make the world a better place through charitable foundations, trusts, & other vehicles, as well as Socially Responsible Investments using filters on a variety of environmental, governance, and social issues.

Education & Empowerment

It is our job to familiarize you with investing & investments to increase your comfort level & your freedom to be successful. We will help guide you to make behaviorally wise decisions, not with your heart or gut but with your brain.

Discover how our unique culture can help you today.

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