Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.

Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.

Whatever your goals, we build solutions that serve you best.

Our Services

Wealth Management

Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.

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Investment Advisory

Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.

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Third Party Administration

Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.

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Retirement Plan Consulting

Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.

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Financial Planning

Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.

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Tax Strategies

Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.

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Recent Blog Posts

A number of our retirement plan clients have independent contractors performing services for them.  There are often questions about whether these independent contractors can or should be covered in the company retirement plan.  The answer can be boiled down to two important points:

  1. Independent contractors are not employees, so there is no requirement to cover them in the company retirement plan. In fact, you can’t cover independent contractors in your qualified plan even if you wanted to.
  2. However, many workers that companies think are independent contractors or would like to be independent contractors, aren’t. They are common-law employees instead.

Issues with Independent Contractors and Pension Plans

See our recap of January's key statistics and market commentary below. 

Noteworthy Numbers

The Energy sector fell by 11.07% in January amongst fears of a demand decrease due to the Coronavirus outbreak.


U.S. GDP grew at only 2.1% annualized in the fourth quarter, the slowest pace of growth since 2016.


The yield on the 10-year Treasury bill fell as low as 1.51% during January as money flowed from equities to safer assets like bonds. This is the lowest the yield has been since October.


Investor Insights - February 2020

By now you have likely heard about the SECURE Act recently passed by Congress. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will increase access to workplace retirement plans and expand retirement savings, but what provisions and reforms do you need to know about?

What You Need to Know About the SECURE Act

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Our Team

At ACG, we’ve built a team of seasoned professionals that provide our clients with a depth of expertise, experience and hands-on support. We’re proud to introduce our team of highly certified advisors.

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