The Black Financial Group

With over 75 years of combined industry experience and access to a deep well of financial and business knowledge, The Black Financial Group focuses on wealth management, retirement planning, as well as tax and estate planning needs.

Our Wealth Management Approach

At The Black Financial Group, we understand that everyone’s personal situation is unique. To effectively gauge our clients’ needs, we begin with a deep dive into your investment goals, risk tolerance, and financial requirements, now and in the future. This deep dive approach is crucial towards constructing a customized and flexible Wealth Management Plan that works for you and your family.

Our team can add to this detailed strategy through several additional components available within our portfolios. We offer full flexibility in locating best in-class investment opportunities, both global and domestic.

Unlike some other advisors, The Black Financial Group team is never limited solely to in-house options or a select number of securities that can be provided. Our wealth management approach is built on the concept of freedom. This freedom allows us to evaluate our clients’ needs and implement the best equity, fixed income, managed and alternative assets classes in a truly customized, risk adjusted and diversified portfolio

Learn more about our individual client approaches: