# Narrative Financial Group

Narrative Financial Group is a Private Equity based in Washougal, WA, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Washougal, WA, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** narrativefinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/narrative-fund

## Regulatory record

- **Reports private funds:** No

## About

Narrative Financial Group, LLC provides financial planning for successful men navigating life’s biggest transitions. A fiduciary Certified Financial Planner™ practicing since 2006 helps clients protect wealth, reduce taxes, and create a financial plan that reflects their values. Guidance is positioned as personal, practical, and built on trust.

## People

- Joshua Tomeoni — CFP®, ChFC®, CLU®, RICP®
- Joshua Tomeoni — Fiduciary Financial Planner

## Questions

### Does Narrative Financial Group manage institutional or pooled capital?

No. The firm provides individual financial planning and portfolio management for personal clients. There is no indication of commingled funds, institutional separate accounts, or pooled investment vehicles.

### Who is the named principal making investment and planning decisions?

The website does not disclose the firm's founder or lead advisor by name. The practice is presented as a solo fiduciary Certified Financial Planner™ operating since 2006, but the individual's identity is not public through the firm's own materials.

### Does Narrative Financial Group participate in venture capital, private equity, or direct company investments?

No. The firm is a financial-planning practice organized around personal wealth management — encompassing tax strategy, retirement planning, and asset allocation — not private-market investment. No direct deals, fund commitments, or co-investment activities are indicated.

### How does the firm's fiduciary status affect its service model?

As a CFP® professional, the advisor is legally obligated to act as a fiduciary, placing client interests ahead of their own. The practice's marketing emphasizes this duty, tying it to trust-based relationships, transparent advice, and the design of financial plans that reflect a client's personal values rather than product sales.

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- [Nanwang Jianxin Capital](https://altss.com/profile/nanwang-jianxin-capital)

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Last updated: 2026-08-11T15:07:34.613Z

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