Built for two kinds of high-earning clients.
Medical professionals and Business Owners with complex financial lives.
Generic advice doesn't fit a specialized life.
Most people can get financial services "off the shelf." Running a practice or a business isn't a shelf-item problem.
Plans that miss the mark
Cookie-cutter retirement advice that ignores practice ownership, buy-in debt, or business cash flow.
No connection to your CPA
Your advisor and your accountant have never spoken, so tax strategy and investment strategy pull in different directions.
Unclear on what you're paying
Commission-driven products dressed up as advice, with fees you can't quite pin down.
Clarity, Construction, Connection
Clarity
We start by understanding you — your goals, your risk tolerance, your practice or business. No jargon, no assumptions.
Construction
Portfolios built with discipline through our RIA relationship with Csenge Advisory Group.
Connection
Ongoing, personal guidance — not a once-a-year phone call. You'll hear from us when it matters.
Let's simplify your financial life.
A 20-minute call, no pressure, no pitch — just a straight answer on whether we're a fit.
Schedule a 20-Minute CallConnection at our core.
It's the foundation of how we work with every client, every time.
That means meeting you where you are. Many of our clients already have trusted relationships with an accountant, an estate attorney, or another advisor, and we're glad to fit into one piece of your larger financial picture. Others want a single point of contact for everything, and we're happy to be that too. Either way, we adapt to fit your life.
What clients are saying...
“We've received excellent customer service from Andrew and his team. They are kind and understanding as well as knowledgeable and sensible.”
— Connect Advisory Group Client
"I was involved in an accident that left me disabled soon after becoming a client of Connect Advisory Group. Andrew was able to file a claim and procure income for me while I was recovering. It was the peace of mind I needed."
— Client, Medical Professional
"Connect Advisory Group went from my financial and retirement planner to a true friend. The level of care and expertise is unmatched."
— Connect Advisory Group Client
"As a CPA, I've worked with many financial advisors, but I was surprised by the level of kindness mixed with professionalism Connect Advisory Group displayed.”
— Client, Business Owner & CPA
Testimonials displayed on this site reflect the experiences of individual clients and may not be representative of the experience of other clients. No compensation was provided for these statements, and they are not indicative of future performance or investment success.