General Info

About FSAG At FSAG, you'll find a fee-only Registered Investment Advisor ( RIA ) committed to putting your interests and your needs first, eliminating the commissions and self-serving incentives that get in the way of solid, successful financial planning and investment management. FSAG's principals bring you real-world experience with some of the top financial institutions in the nation experience in financial planning, investment management and trust and estate administration. Our professionals hold the highly respected Certified Financial Planner ( CFP ) and Chartered Financial Analyst ( CFA ) designations. So you benefit from the services of a veteran team of professionals that has managed more than one billion dollars in assets for high-net-worth individuals and foundations since 1984. FSAG's objectivity and experience are only the beginning. Our mission is to improve the financial service experience for our valued clients. That means we don't just listen to the needs of our clients, we understand them. And we provide our clients with an unmatched degree of personalized service that results in comprehensive, objective guidance and management. After all, building wealth and investing in relationships really means securing the financial freedom of all our clients. And at FSAG, that starts with a foundation of trust, a shared vision and a commitment to results.