Frequently Asked Questions

Questions New Clients Often Ask

Straightforward answers from your Connect Advisory Group team

What makes you different from other investment firms?

We believe the traditional approach to wealth management no longer serves today's clients. Medical professionals and business owners must overcome three core challenges: Clarity (the need to be understood), Construction (properly built portfolios), and Connection (ongoing personal guidance). Our difference is relationship-first advising, rigorous portfolio construction, and ongoing management of your complete financial plan. You should expect nothing less.

Why is the fact that you are a fiduciary important?

It's important because all recommendations we make are in your best interests. Some firms are only held to "suitability" standards, recommending products that pay the highest commissions. Through our RIA affiliation with Csenge Advisory Group, LLC, we are legally and ethically bound to put your interests first, always.

How do you earn your income?

Our income structure is fee-based through our affiliation with Csenge Advisory Group, LLC, a Registered Investment Advisor. We earn more when your portfolio grows in value, so your success is our success. We are free to consider any and all investment products, working continually to deliver the best possible results for your goals.

Do you try to time the market?

We do not, because market timing actually opens you to more risk. Our approach is a disciplined investing process that removes human emotion from decisions. Our investment committee reviews conditions regularly and makes careful, data-driven adjustments to keep you aligned with your goals at all times.

How do I view my accounts?

Through our dedicated Client Portal, an easy-to-use online tool, you can monitor and review your accounts anytime. Transparency is fundamental to us, and we share every detail with you. Access your portal through connectadvisorygroup.com.

How often will you keep in touch?

You'll hear directly from your advisor when changes are made to your holdings, when we have new information, or when it's time for your scheduled review. You'll also receive informative newsletters, invitations to client events and presentations, and comprehensive monthly and quarterly statements.

Do I need to move all my accounts to work with you?

No. Our practice is a hybrid one, with connection at our core, and that means we meet you where you are. Many clients already have trusted relationships with an accountant, an estate attorney, or another advisor, and we respect that. Our approach is built to fit into one piece of your larger financial picture, and we're genuinely glad to serve that way. Other clients want a single point of contact for everything, and we're happy to be that too. Either way, the fit is on your terms.