Transcend Financial Group, LLC is an independent, partner-owned Registered Investment Advisor (RIA) that provides comprehensive wealth management and multi-family office services. The firm was founded on the principle of providing objective, client-centric advice to a select group of families, individuals, and institutions. Their services encompass holistic financial planning, customized investment management, and a suite of family office solutions designed to manage the complexities of significant wealth.

Founded in

United States