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About Financial Connections Group, Inc

Financial Connections Group, Inc. has been working with individuals and families to help create a more secure financial future since 1994. We are fiduciaries, which means we put our client’s interest first. As fee-only financial planners, we offer financial planning and investment services to a wide range of clients.


Why our clients choose to work with us

  • We work in teams so there is a minimum of two professionals who are familiar with your financial life.
  • We are patient as we help our clients formulate a vision for their future and then work with them to develop a realistic plan for achieving their goals.
  • We listen carefully to our clients’ tolerance for risk and its relationship to their needs and goals. We then design an investment portfolio that is compatible.

Our investment philosophy stems from the belief that financial resources are built over time, not overnight. Over the last 20+ years, we have helped our clients through a number of market upturns and downturns. We always work with you as a team so that you have the benefit of at least two viewpoints to help you reach your financial goals. We are a socially progressive company, and we offer Socially Responsible Investing as a viable option.

Our Mission

Financial Connections Group, Inc. is a fee-only firm. Our mission is to:

  • Help our clients integrate their image of the future with their financial resources
  • Maintain a relationship of trust as a fiduciary by promoting an open, two-way communication, leading to a plan of action in the best interest of our clients
  • Cultivate an atmosphere that promotes mutual respect leading to responsible decisions and reasonable expectations
  • Continue to enhance our reputation by delivering high quality services and earning our clients’ trust.

We welcome all races, all religions, all countries of origin, all ages, all sexual orientations, and all identities.

Transitioning through life together

As you move through life, your planning needs will change. Financial Connections grows with you sharing knowledge and expertise as you move into the future. The better we know you, the more we may offer going forward.