How does the advisor help clients – Key Takeaways:
Angevine Financial Group, LLC is a full-service financial firm that offers a wide range of services and resources to help clients achieve their financial goals. The team of experienced financial advisors at Angevine Financial Group, LLC are committed to providing personalized and comprehensive financial planning for individuals, families, and businesses.
- Expertise in financial planning, investment management, tax planning, and retirement planning.
- Customized strategies designed to meet the unique needs and goals of each client.
- Commitment to providing exceptional client service and building long-term relationships.
Facts and Insights
Founded in 2005, Angevine Financial Group, LLC has established a strong reputation for providing top-quality financial services and advice to clients. The firm is led by Lucy Angevine, a certified financial planner with over 20 years of experience in the financial industry. Lucy and her team have a deep understanding of the markets and are constantly staying updated on the latest trends and developments to best serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $200 million* | 6 | 14 |
*as of [date]
Financial Services Offered
Angevine Financial Group, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance consulting
- Alternative investments
Client Types
Angevine Financial Group, LLC serves a diverse range of clients, including individuals, families, and businesses. Clients of the firm range from young professionals just starting their careers to retirees looking to preserve their wealth and pass it down to future generations. The firm also works with small business owners, helping them with business succession planning and other financial needs.
Fees & Compensation
Angevine Financial Group, LLC operates on a fee-only basis, meaning that they do not receive any commissions or payments from third parties for the sale of financial products. This allows them to provide unbiased and objective advice to clients. Fees for services are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of their clients.
Background
The founder and president of Angevine Financial Group, LLC, Lucy Angevine, has over 20 years of experience in the financial industry. She holds a Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). The team at Angevine Financial Group, LLC is also made up of experienced financial professionals who are committed to providing exceptional service and guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Angevine Financial Group, LLC is required to disclose any potential conflicts of interest to clients. These disclosures may include any affiliations with other financial institutions, potential conflicts of interest in providing financial advice, and any disciplinary actions taken against the firm or its advisors. Transparency is a top priority for Angevine Financial Group, LLC, and they are committed to providing clients with all the information needed to make informed financial decisions.