For more than 22 years, our unique role has been to serve as a boutique practice that caters exclusively to individuals with more dynamic, comprehensive needs. We prefer to provide a deeper level of guidance and service to those who may benefit from our tailored expertise.
At SSG Executive Advisory Group, it is not about status, but the state of your financial well-being that matters.
We enjoy working through every nuance of a more in-depth plan and offering our sophisticated, high-end financial counsel. While we are consummate professionals, at our core, we are caring people who cultivate warm relationships with our clients, some dating back more than 20 years.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.