Strong and successful relationships with our clients since 1993.



The Employee Benefits Security Administration (EBSA) enforces ERISA and provides compliance assistance to plan participants and beneficiaries. Click here to send an email to WAG requesting the latest laws and regulations regarding employee benefit plans.


Managing corporate retirement plans, planning for the business owner, and financial planning for individual investors.

Wealth Advisory Group was founded in 1993 as an independent Registered Investment Advisory (RIA) firm to provide investment advisory services in three distinct market segments: Serving in the capacity of a 3(21) or 3(38) Co-Fiduciary advisor to corporate retirement plans, strategic planning for the business owner, financial planning and tactical asset management for individual investors.

Our Goal: To create successful retirement outcomes by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.

Having a 401(k) or 403(b) plan is only the first step to accomplishing a successful retirement. The second step is fiduciary responsibility. That's where Wealth Advisory Group, Inc. comes in. Wealth Advisory Group, Inc. helps tackle that responsibility by serving as a co-fiduciary alongside our clients and being actively involved in the fiduciary actions of your plan. Together, we'll work to implement the necessary compliance policies and procedures to help fulfill your progressing responsibilities and streamline the overall process.

Foresee a better retirement outcome with the Wealth Advisory Group by your side.





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