Advice that’s as personal as your goals

True partnership requires purposeful planning, with you at the center. At Executive Financial Planning Group, we believe your investments are more than numbers on a page – they’re tools for building the life you envision. That’s why we’re committed to knowing you well: your values, your concerns, your goals and dreams and the milestones that matter to you most.

Whether you're growing a business, guiding a foundation, or preparing for retirement, we tailor every plan to reflect who you are and what you care about.

† The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.