Hello,

I'm George, Founding Advisor of A.G. Advisory Firm. South Florida native and graduate of the University of Florida, I began my career in financial services at Plains Commerce Bank in Sioux Falls, South Dakota, in mortgage warehousing.

From Sioux Falls, I relocated to Minneapolis, Minnesota, with stints at the Federal Reserve Bank and BMO. My employment at each was relatively unremarkable. Tired of selling financial products, I set off for a different sort of work.

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After searching, I engaged in employment at Cedar Cove Wealth Partners, a wealth management firm in Bloomington, Minnesota. It was time well-spent, honing my interests and developing my skills with a great team.​​​

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Finally, I found a discipline that made sense, helping people plan for the future through their finances and invest for their goals.

In May 2025, I founded A.G. Advisory Firm, LLC, a Maryland-based independent Registered Investment Adviser (RIA) firm to meet the needs of its clients with expert advice. Plan, Invest, Protect with A.G. Advisory.​​

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Signed,

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George Zhuang

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George is a Series 65, and Maryland Life, Accident and Health or Sickness license-holder.

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A.G. Advisory Firm, LLC does not provide legal or tax advice, or engage in insurance business.