We like to say our CLIENTS are the Xception to the rule. Our clients start from scratch and build their businesses into multi-million-dollar companies. As the business grows there comes a tipping point where success grows rapidly in a short period of time. At XAG, we serve as a ‘general contractor’, with specific expertise in multiple areas and the ability to coordinate your entire financial life under a single umbrella through our network of knowledgeable experts. Business owners are a unique group of people who have needs different from those of a typical client. Different mindsets, issues, opportunities, and strategies apply to high-net worth business owners that simply do not apply to most individuals. Working with a financial advisor whose experience is limited to working with families and individuals may not be suitable for a business owner. You need an advisor who has the experience to guide you and manage your financial concerns in a comprehensive way– your business, investments, retirement, legacy, and estate, to name a few. Xception Advisory Group is that advisor.
Wealth Management Advisor
Financial Planning Associate
Financial Operations Manager
To help successful business owners clarify their goals and execute coordinated strategies to enjoy, protect, and pass on what they have worked hard to create.
Our business strives to serve as your fiduciary by putting your needs first and working within an “open-architecture” when coordinating financial strategies, services, solutions, and products for you. The pursuit of excellence drives what we do, in fact Aristotle said, “excellence is a habit”. All our team members are creatures of habit, organization, and high-quality performance. Each of us strives for continuous improvement in our personal and professional lives.
Confidence is the greatest value we hope to provide our clients. When we first work with a client, they give us the benefit of the doubt when they hire us. That turns into trust when they see the way we listen, observe, respond, and counsel. After executing successful strategies time and again, trust is converted into confidence in our team, our advice, our attention to detail, and our care for the client. Our clients are already SELF-CONFIDENT, but it is rare for them to find someone else in whom they can place the same level of confidence. We strive for THAT CONFIDENCE.