In business since 2002, AMDG Financial is a fee-only fiduciary adviser. Our holistic wealth management process integrates tax, financial and investment strategies for families and small businesses. We help our clients make purposeful decisions that lead to successful financial transitions. Wealth management accountability begins with a clear process.
As Your Trusted FiduciarySM, we serve as your single point of contact, connecting you to an expert team. Our permanent staff works with a trusted network of outside experts on an as-needed basis to provide support to our clients in the stewardship of their finances. No conflicting advice – just one team consisting of leaders in their respective industries, working to help clients live their values.
Our teams of experts help you create and implement specific, appropriate strategies to achieve your goals, which we adjust as changes in your situation demand. We will use your existing relationships and add the expertise of our team members to fill in any gaps as appropriate. A family-owned business, AMDG Financial believes in providing our clients with caring, trustworthy, and personalized service according to our values. Please contact us to learn how AMDG Financial can assist you in living your values and achieving your goals.