Founded in 2005, PAYANT WEALTH MANAGEMENT GROUP provides personalized financial planning and investment management services to clients. With over $500 million in assets under management and a team of experienced advisors, they have a 95% client retention rate. Their holistic approach to financial planning considers all aspects of a client's financial situation.
The firm offers services such as retirement planning, investment management, estate planning, tax planning, insurance solutions, education planning, and charitable giving. They work with a diverse range of clients, including individuals, high-net-worth individuals, business owners, corporate executives, and non-profit organizations. As a fee-only advisor, they do not receive commissions or kickbacks from financial products and their fees are based on a percentage of assets under management.
The founder and CEO, John Payant, has over 25 years of experience and is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA). As a registered advisor with the SEC, the firm has a fiduciary responsibility to act in the best interests of their clients and has a clean compliance record. PAYANT WEALTH MANAGEMENT GROUP is dedicated to helping clients achieve their financial goals through expert guidance and personalized services.