Simplifying your financial life so you can focus on the things that matter most.
Relationships have long been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand and accomplish your goals.
Whether you’re an individual or business owner, we deliver handpicked financial strategies tailored to your most valued objectives. We are motivated by your ambitions, excited by your goals, and driven to provide strategies with your best interests in mind.
Since 1994, Namey Financial Group has been committed to helping investors strengthen their financial independence. While taking a comprehensive approach to your financial life, we align our firm with professionals across all disciplines in the industry.
Money should enhance your quality of life, not complicate it. At Namey Financial Group, Inc., we dedicate our experience to providing tailored strategies that promote your financial wellness. As you pursue your most valued goals, we believe it’s in your best interest to partner with a trusted advisor and financial specialist. By organizing, integrating, and optimizing your financial aspirations, we can help you build confidence in your future.
Whether you’re in the accumulating stage of your career, seeking to preserve your assets, or preparing to distribute your wealth, we seek to design sophisticated investment and risk management options that strengthen all areas of your life.
While we are heavily invested in strengthening your financial health, our focus extends far beyond your portfolio. We pursue a deeper sense of understanding so that we can provide unparalleled service and responsiveness to your needs. More than financial advisors, we are your advocates and remain committed to guiding, supporting and assisting you through all stages of life.