Wealth Management & Advisory Services

At Financial Consultants Group, Inc., we offer comprehensive wealth management services built on a disciplined, active management philosophy. 


We also specialize in crafting tailored wealth strategies and providing holistic financial guidance for high-net-worth individuals and families, ensuring your long-term financial success and peace of mind.



One of the most important responsibilities is helping to educate you with the principles of investing, as well as providing guidance through the various wealth strategies and decisions. We utilize a process which provides a disciplined approach to help you remain focused on your long-term goals. Your involvement and understanding begins with the Financial Analysis and continues throughout the process.

Fiduciary Wealth Management (Fee-Only)

  • Step 1: Financial Analysis: During the Financial Planning process, we will develop a big picture of where you are and where you want to be financially.
  • Step 2: Asset Allocation: You may have heard the adage, “Don’t put all your eggs in one basket”. Diversity in your investments has been shown to reduce volatility and mitigate risk over the long term.
  • Step 3: Portfolio Strategy Selection: Our experienced advisors develop wealth strategies based on your financial goals and tolerance for risk.
  • Step 4: Implementation: Once your portfolio is designed, investments are selected from the finest investment companies and your accounts are held by reputable clearing firms.
  • Step 5: Monitoring and Rebalancing: We review your plan, asset allocation, and portfolio to ensure your investments remain on target and consistent with your goals and objectives.
  • Step 6: Reporting: Through reports and periodic reviews, we provide you with regular updates to measure your financial progress.

Our team takes an integrated approach to your investments. We begin each relationship with a financial plan, which we call the Retirement Analysis. As we work through this process with you, we gain an understanding of your long-term vision and goals, as well as your feelings about risk. Then we develop an appropriate wealth strategy for you.


We believe in providing active management of investments, with a focus on mitigating risk and reducing tax liability, as appropriate. Our goal is to build trust with our clients and develop long-term relationships. Meeting on a regular basis to fine tune your plan and review your investments allows us to meet your needs.


As a Fee-Only firm, we are paid by our clients for our advice. There are no commissions earned on products or services that we recommend. Fees are based on your total assets under management; and include our holistic approach to wealth management. We can provide guidance concerning estate and legacy planning, retirement planning, and tax planning. We coordinate with your attorney, accountant, or other outside professionals to keep you on track for your goals. 

A table showing the tier and fee of a loan.

Our team takes an integrated approach to your investments. We begin each relationship with a financial plan, which we call the Retirement Analysis. As we work through this process with you, we gain an understanding of your long-term vision and goals, as well as your feelings about risk. Then we develop an appropriate investment strategy for you.


We believe in providing active management of investments, with a focus on mitigating risk and reducing tax liability, as appropriate. Our goal is to build trust with our clients and develop long-term relationships. Meeting on a regular basis to fine tune your plan and review your investments allows us to meet your needs.


As a Fee-Only firm, we are paid by our clients for our advice. There are no commissions earned on products or services that we recommend. Fees are based on your total assets under management; and include our holistic approach to wealth management. We can provide guidance concerning estate and legacy planning, retirement planning, and tax planning. We coordinate with your attorney, accountant, or other outside professionals to keep you on track for your goals. 

A table showing the tier and fee of a loan.

Products & Services

Wealth Strategies

  • Personalized service for both individuals and businesses

Wealth Management Products & Services

  • Stocks
  • Bonds
  • Mutual Funds
  • CDs
  • Money Market Accounts
  • Private Money Managers

Business Services

  • Small business planning
  • 401(k) Group Plans
  • SEP/IRAs
  • Profit sharing plans
  • Simple IRAs
  • Deferred Compensation Plans

Financial Planning & Retirement Analysis

  • Comprehensive financial and retirement planning
  • Financial analysis of clients' current situation
  • Evaluation of / and help for future goals
  • Consulting

Personal Services

  • Comprehensive wealth planning
  • Retirement planning, IRA's, Rollovers
  • Education planning
  • Estate planning
  • Tax planning
  • Trust accounts

What does Financial Freedom look like for you?

Proudly Providing Wealth Management To The North Georgia Region

We have clients from coast to coast but we are available for local meet-ups to discuss your wealth strategy in the following areas:


We are also available for Nationwide (Virtual) Wealth Management Services.



We pride ourselves in providing the highest quality advice tailored to our client’s unique needs and goals.  With years of experience, we are driven to help you reach your financial success quickly and efficiently. Get in touch with us today! Let us show you why so many individuals and businesses trust us to guide them through their financial journeys.  We look forward to meeting you!

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