The Sexton Advisory Group

The Sexton Advisory Group is a financial services firm dedicated to helping individuals achieve their financial goals and objectives. With a strong commitment to our clients' unique needs, we utilize an ensemble approach of financial professionals to address every aspect of their financial planning. This integrated approach enables us to provide a comprehensive wealth management experience, tailored to each client's distinct needs and objectives.

Our Mission

At the Sexton Advisory Group, our mission is to empower our clients with the knowledge and tools necessary to achieve their financial goals. We believe that sound financial planning is the key to a secure and prosperous future. Our team of experienced professionals is dedicated to providing personalized service, expert guidance, and innovative solutions to our clients.

Our Services

We offer a wide range of services designed to help our clients achieve their financial objectives. These services include:

• Wealth Management: Our team of experienced professionals will work closely with you to develop a customized wealth management strategy, tailored to your unique needs and objectives.
• Tax Planning: We will analyze your tax situation and identify opportunities for tax savings, ensuring you take advantage of all available tax deductions and credits.
• Retirement Planning: Our experts will help you create a comprehensive retirement plan, tailored to your individual needs and goals.
• Estate Planning: We will work with you to develop a customized estate plan, ensuring the smooth transfer of your assets to future generations.
• Estate Transitioning Planning: Our team will guide you through the estate transitioning process, ensuring a seamless transfer of wealth and minimizing tax implications.

The Difference

At the Sexton Advisory Group, we understand that no two clients are alike. That's why we take the time to get to know each individual, understanding their unique needs and objectives. Our ensemble approach allows us to bring together the collective knowledge and expertise of our team, ensuring that every client receives the personalized attention and guidance they deserve.

Meet Our Leader

Steve Sexton, the founder of the Sexton Advisory Group, has over two decades of experience in the financial planning industry. A renowned personal finance consultant, best-selling author, and respected finance contributor to high-profile media outlets, Steve has advised personal and corporate clients on a range of money management issues. His expertise in financial planning and wealth management has earned him recognition as a Financial Trendsetter by USA Today and a Financial Best-Selling Author by The Wall Street Journal.

Stay Informed

Stay up-to-date on the latest financial news and insights by following our blog and podcast, "Saving with Steve." Tune in to "Saving with Steve" to learn more about financial planning and wealth management, as well as tips and strategies for making the most of your money.