A.G. Advisory Firm, LLC provides financial counsel, investment management, and comprehensive advisory services

Our advice-only Financial Counsel service is available for your financial and investment planning needs including planning for retirement, insurance, cash flow and debt, taxes, estate and legacy.

 

As your financial counsel, Advisors will create a detailed financial plan, updated annually, to fit your unique circumstances and provide unbiased financial guidance and investment advice year-round, helping you make the most important financial and investment decisions of your life.​​

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Financial Counsel services are fee-only standalone financial planning services that may be combined with investment management services.

Our discretionary Investment Management service is intended to take all the guesswork out of investing your cash for growth, stability, or a mix of both depending on your need.

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Operating as a fiduciary investment adviser, A.G. Advisory is obligated to hold your interests above all. We take this mentality seriously and apply this to your investments by positioning your money for your purpose, timeline, and risk appetite.

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​Investment Management services are assets under management (AUM) fee investment management services that may be combined with Financial Counsel financial planning services.

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*Investing involves risk, and past performance does not guarantee future results

**Minimum investment relationship size of $25,000

Our Comprehensive Advisory service is a fee-only comprehensive wealth management service intended for qualified clients, combining Financial Counsel and Investment Management services under a single unified AUM fee.

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***Minimum investment relationship size of $500,000