Bank / Wealth / TrustRIA · CRD 108062SEC-Registered

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Financial Consultants Group

Founded in 1996, Financial Consultants Group established its practice in Cumming, Georgia, building a wealth-management and advisory firm that has now operated...

Financial Consultants Group logo

Financial Consultants Group

Founded in 1996, Financial Consultants Group established its practice in Cumming, Georgia, building a wealth-management and advisory firm that has now operated for three decades. The firm is structured as a registered investment advisor, which places it under fiduciary obligation to its clients — a legal standard that distinguishes RIAs from broker-dealers and shapes how the firm designs its investment programs. The firm delivers investment advisory services centered on financial planning, retirement planning, and portfolio management. Its public positioning emphasizes retirement readiness — the domain name "foryourfuture.This typically translates into portfolios dominated by mutual funds, ETFs, individual equities, and fixed-income instruments, managed on a discretionary or non-discretionary basis depending on the client mandate. Financial Consultants Group operates from a single documented office in Cumming, Georgia, which is part of the greater Atlanta metropolitan area. This single-location footprint is characteristic of a practice that serves a regional client base through in-person relationships, possibly augmented by virtual servicing for relocated or seasonal clients. There is no public record of additional offices, adjacent philanthropic vehicles, or club memberships such as Tiger 21, R360, or YPO. The firm does not publicly disclose its assets under management, total deployment figures, or team headcount. This architecture — common among US RIAs managing under $500 million in assets — creates succession vulnerability as principals approach retirement age, but it also preserves a high-touch service model that larger consolidators often struggle to replicate.

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

Location

Region

North America

Country

United States

City

Cumming

Corporate office

Cumming, GA, United States

Frequently asked questions

Is Financial Consultants Group a fiduciary?

As a registered investment advisor, Financial Consultants Group is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary to its clients. This means the firm must put client interests ahead of its own, disclose conflicts of interest, and seek best execution on investment transactions. This standard differentiates RIAs from broker-dealers, who operate under a suitability standard that is less stringent.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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