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Our History

The Financial Coaching Group, Inc., was founded in 2009 when we determined that an independent, un-biased approach would be the best way to continue to serve our clients. Our goal is to offer our clients the prudence of passive, structured investing based on academic discipline.

Rather than claiming to possess some “magical” market-beating expertise, we focus on deploying low-cost, globally-diversified asset allocation investments, which we believe forms the basis for long-term investment success.

We aim to offer clients a collaborative culture based on a core philosophy of integrity, honesty and open communication. In essence, our goal is to help our clients succeed with un-biased fee-only advice.

We now deliver our prudent investment solutions by hiring strategic managers who share our investment philosophy and commitment to high-touch client service.

We have the expertise and the technology to help you make informed financial decisions. We utilize the most powerful financial planning software in the industry to help you see your financial future much clearer.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  949-600-6060