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Who We Work With

At Namey Financial Group, we work to help you identify and define the key financial goals that drive you, your family, and your business. Through understanding your needs and expectations, we will evaluate your current financial situation and make the necessary adjustments to pursue those goals.

We believe sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That’s why we work with individuals, families and business owners who seek long-term relationships and a comprehensive approach to wealth management. By serving as your financial advocate, we are able to free you from the pressures of planning and give your finances the professional attention, sophisticated strategies, and coordination they deserve.

Though we partner with clients in all stages of life, we specialize in working with:

Individual Investors

Whether you’re in the heart of your career, approaching retirement, or are already retired, we can create custom strategies to address your growth, preservation, and distribution needs. Across a comprehensive menu of services, our mission is to build an intelligent, strategic plan that maximizes return from income and investments while defending what you’ve built from unnecessary taxes.

Business Owners

For employers seeking a dedicated partner to assist in managing your retirement plan, we offer a full range of services to help. Whether you have a boutique business or a large enterprise with hundreds of employees, we can connect your objectives and culture with the suitable retirement plan options. Above all, we focus on relationship building to see how we can best serve your company’s retirement plan needs and provide the qualified strategies to promote your team’s success.