Investment Advisory Group

Investment Advisory Group

Investment Advisory Group was established in 1998 by Jay Richards and George McCall after they developed an advisory practice for high-net-worth clients. The firm began as an extension of their work with business owners and families in the Northeast and later added a Florida location. The firm deploys capital through fund-of-funds structures and provides wealth planning, investment management, and estate strategies. It works with small business owners to align personal and corporate goals, assists individuals and families with retirement and education planning, and supports multi-generational families on gifting and legacy matters. Activity remains concentrated in North America. The firm lists 51 Mill Street properties in Hanover as commercial holdings and maintains a residential rental in Fort Myers. George McCall serves as president of the Church Hill Neighborhood Association. No material operational changes have been recorded in the last 24 months. The firm operates as an SEC-registered investment advisor rather than a captive single-family vehicle, which allows it to accept multiple family clients under one regulated entity.