Who We Are
Xception Advisory Group (XAG) is a unique financial advisory company singularly focused on entrepreneurs and their unique needs. We are not your average advisors, and you are not the average client.
What We Do
Our team is composed of highly specialized experts and strategic partners, 3rd party wealth managers, and consultants.
Business · Wealth · Taxes · Income
Our team provides comprehensive solutions that help to ensure continued success and growth for you and your business.
Growing · Successful · Seasoned
Accomplished · Liquidity Event · Sunsets
Beginning · Transitioning · Start up
Diligence · Discovery · Design
We provide a wide range of services that are specially designed to be valuable to entrepreneurs in every stage of business ownership.
Wealth Management Advisor
Financial Planning Associate
Financial Operations Manager