Founded in 2005, Charter Advisory Group operates as an independent wealth management firm dedicated to serving a select group of affluent families and individuals. The firm emphasizes providing objective, customized financial advice and a high level of personal service, acting as a personal CFO for its clients. Their core services include comprehensive financial planning, investment management, and family office services, all delivered on a fee-only basis to align their interests with those of their clients and avoid conflicts of interest associated with commission-based products.

Founded in

United States