Broker Check

Our Company

NAMEY FINANCIAL GROUP was founded with the goal of assisting our clients in every aspect of their financial lives. With a combined 25+ years of experience in the financial industry, our firm is equipped to offer a full complement of financial planning and wealth management services. In our capacity as investment advisor representatives with an SEC registered advisory firm, Namey Financial Group develops comprehensive retirement, estate and tax reduction plans for our clients.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.

AT NAMEY FINANCIAL GROUP, YOU TRULY ARE MORE THAN A CLIENT-
YOU ARE A VALUED RELATIONSHIP BUILT ON RECIPROCATING TRUST.

Our 4 Belief Pillars

I. We believe your financial well-being impacts all other areas of your life.

"We are client holistic –we will consider all area of your life when helping you design a financial plan

We are client-centric – meaning you are at the center of the planning, not the other way around."

II. We believe you should have a trusted advisor, and specialist managing your assets.

III. We believe people are as concerned about risk as they are about gains.

IV. We believe your financial outlook should be the driving force in positioning your assets.