Finance Consulting

Expert Solutions

The only Financial Advisor Group that you will ever need.


Advice to Help YOU Plan Confidently

Service Areas 

Wealth Management

We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.


We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with critical decisions.

Our Sectors 


Wealth Management


Sustainable Investing




Sales & Trading

What We Do

At Financial Group, clients come first. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals

Do I need a Financial Advisor?

Properly managing your investments and making the right financial decisions takes time, skill, and effort. It’s not a one-time thing, either. For now, let’s set aside the skills, we’ll get to that later. Time is our most precious commodity.

Why Choose Us

We are award-winning advisors who specialize in private wealth management

Experienced advisors, with you every step of the way

Built on the belief that successful investors deserve better

Comprehensive wealth management to navigate your financial future.

We develop an in-depth understanding of your situation to construct a comprehensive financial plan tailored specifically for you. 

Our Experience

Tax-Sensitive Investment

Investment Advisory

Portfolio Construction


We can’t say enough about the excellent counsel and professional advice we received .Their genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us most.


Michael Robert

Their quality of service is above and beyond what we’ve experienced with other firms. The best part about  is the personal connection: during our interactions, we always felt that we were more than just another client. 


Bill Lolface

There is a confidence that comes working with them, knowing that your affairs are being managed efficiently, in your best interest and a cost effective manner. 


Robert Kingdom


550 6th Ave
Marlon City, OH 22586

(800) 696-6536
(800) 696-6537

Let’s talk about your finances