Why Choose Josh?

At Advanced Advisor Group we provide the information and products that help turn your financial dreams to reality. We’ve been teaching financial success to the local community since 1989. Today we have more than 25 Financial Advisors that are dedicated to providing the highest level of service and investment options to meet your unique goals and objectives.

So you might be asking…… what is it that makes Advanced Advisor Group more popular than other financial advisory firms?

Well, first of all, we are an independent firm. We are not held ‘captive’ to proprietary products and/or traditional investment strategies. Yet, we are still able to work with all the major insurance and mutual fund companies to provide best of breed investment and insurance products.

As a registered investment advisor or RIA, we act as your fiduciary. A fiduciary has a legal obligation to act in the best interest of you, the client. Most investment salespeople are not registered investment advisors, nor are they obligated to act as your fiduciary.

Advanced Advisor Group is a full service firm. We can help organize your financial life. We will help you review your mortgage, insurance plans, and any employee benefits that are available to you through your employer. We can also help create tax saving strategies and tax preparation. We work with legal experts to help secure a will, Power of Attorney, and any trust accounts that you might need.

We all work hard! But managing investment dollars is a full time job. You deserve a secure future without having to be an investment expert. You might not know the difference between a small cap growth fund and a large cap value fund, and when one is likely to outperform the other. But that’s okay! Most of our clients do not want to spend the time and energy required to manage their own investments. At Advanced Advisor Group, we pride ourselves on helping you manage this important part of your life so you can concentrate on the things you do best.

But not only do we help you save for a secure retirement future. We work with you after retirement to structure sensible income payouts from your 3 main sources of retirement income: your 401(k) plan, social security, and retirement savings. We will provide you a ‘complete retirement income picture’. In addition, we offer complete tax and estate planning services to make sure your investments are tax efficient for you, and those you care about.