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Our Investment Philosophy

Namey Financial Group unites tailored financial strategies with exceptional client service. While much of the industry remains consumed by the bottom line, we focus on building lasting relationships with our clients. By keeping your goals at the foundation of our practice, we commit our experience to helping you live a life of abundance. 

Active money management is a defining feature of our firm. By leveraging our access to leading money managers, we evaluate the best match for our clients to pursue their goals and objectives. We only recommend money managers that we ourselves would use, knowing they employ a rigorous process and implement their strategies at the highest level. By utilizing carefully selected money managers for our clients, we connect you with specialists who employ exhaustive due diligence in selecting individual investments. 

Beyond a traditional financial advisor, we serve as your advocate and remain committed to helping you navigate all stages of life. No matter where you are in your journey, our mission remains the same:

to provide objective financial guidance that helps build, preserve, and transfer your wealth.


All investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss.