Our Firm
A Dedicated Team Working for You
FamilyWealth Management Group, LLC, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
The Lincoln Financial Advisors philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always"SM .
The "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.
Lincoln Financial Advisors Corp. is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE:LNC)and its affiliates. Lincoln Financial Group is a Fortune 500 financial services company that offers a broad range of financial products and services.
With FamilyWealth Management Group, LLC, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.
We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp.(LFA). The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. We are an elite group of planners within LFA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele.
The Resource Group™ empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques.
Over 120 members strong, Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.
