Xception Advisory Group was founded in 2014 by M. Patrick Callahan, JD. The advisors at Xception have a unique combination of skills as both attorneys and financial consultants and specialize in guiding successful entrepreneurs in the top 1% of household income and net worth who seek better coordination among their business, estate, financial and tax planning. Xception Advisory Group designs sophisticated strategies that integrate client objectives on multiple levels and give them the clarity and confidence they need to make wise and important decisions.
Our core competence is Maximizing Opportunities by integrating business, estate, financial, and tax strategies.
We help successful entrepreneurs and executives organize their financial chaos.
We offer customized wealth management advice that is always in the client's best interest.
We incorporate insurance and risk management solutions customized for business and estate needs.
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