Broker Check

Client Experience

Client Centered

Entrepreneurs need an advisor with a particular set of skills acquired over a specialized career. You don’t want to deal with 6 separate advisors. This is exhausting to entrepreneurs who usually have a ‘CAN-DO’ attitude and little time or patience to manage multiple advisor relationships.

We have developed an entrepreneur focused atmosphere with a can-do attitude ourselves. We are exactly what our you need, and we pride ourselves on delivering our specific skills and plans in an efficient manner, so you have more time needed to run your successful business.

Client Centered

Fiduciary Advice – A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust.

Interactive Planning – We create a completely customized strategy for each client. The Xception Advisory Group experience is completely unique for each client.

Team Approach – Our team includes strategic partners and 3rd party wealth management, and consultants.

We are NOT the best personal financial planners out there. We are NOT looking to work with everyone. We are NOT a good fit for 99% of people looking for a basic financial planner.