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Our Team

Meet the Team

To achieve real client satisfaction, we work hard to understand a client's motivations, goals and concerns relating to business succession, family legacy, social impact, personal tragedy/triumph, and financial freedom.

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Our Strategic Partners

Xception Advisory Group has direct strategic relationships with professional service providers that can supplement or complement our client guidance. We collaborate frequently with these outside advisors, and we view these relationships as extensions of our client service team. Our strategic partners include:

  • Institutional investment asset managers,
  • Insurance brokerage firms,
  • CPAs and accounting firms,
  • Specialized attorneys and law firms,
  • Business valuation firms,
  • Commercial banks, mortgage lenders, and specialty financing resources,
  • Employee benefits consultants,
  • 401(k) platforms, pension consultants and retirement plan administrators,
  • Property & casualty insurance brokers,
  • Industry specific consulting firms & specialized tax strategy consultants,
  • Charitable planning consultants, administrators, and trustees.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Xception Advisory Group is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

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