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Innovative Advisory Group Overview
Type
Multi Family Office
General Information
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the entrepreneurial investment advisory careers of its principals and manages diversified portfolios for affluent families. It integrates traditional and alternative assets, emphasizing risk management, fee-only transparency, and self-directed retirement strategies while delivering customized planning, portfolio management, and strategic consulting services for clients nationwide.
Contact Information
Website:
https://innovativewealth.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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