Chartered Advisory Group

At Chartered Advisory Group, we understand the importance of personalized wealth management. We take the time to get to know you, understand your finances, and prioritize your goals. Our team of dedicated advisors and administrative support staff work together to develop a customized strategy aimed at achieving your goals. We put your wealth management plan into action, ensuring you have a clear path to your financial future.

Our Team Approach

One of the key things that sets us apart from other firms is our team approach to wealth management. We believe that it's important to have a whole team of professionals committed to serving you, rather than relying on just one advisor. This approach provides stability and continuity in your relationship with us, ensuring that you're always supported and advised by a team of experienced professionals.

Meet Our Team

Our team is led by Bill Kantner, our President and Senior Advisor, who has over four decades of experience in the financial services industry. Bill is joined by Angela Bean, our Executive Vice President and Advisor, who has been with Chartered since 2001 and is known for her exceptional client service. Bob Pedrick, our Executive Vice President and Advisor, brings over 18 years of licensed financial services industry experience and a background in human resource consulting to his leadership role. Together, our team is dedicated to providing you with the highest level of service and expertise.

Services Offered

At Chartered Advisory Group, we offer a range of wealth management services designed to meet your unique financial needs and goals. These include:

• Independent Advice: We provide objective, independent advice tailored to your specific financial situation and goals.
• Retirement Planning: We help you plan for your retirement, ensuring you have the financial resources you need to enjoy your golden years.
• Investment Management: Our team manages your investments, working to maximize returns while minimizing risk.

Why Choose Chartered Advisory Group?

By choosing Chartered Advisory Group, you're choosing a team of dedicated professionals who are committed to helping you achieve your financial goals. Our team approach ensures that you have access to a range of expertise and experience, and our commitment to personalized service means that you'll always receive the attention and support you deserve.