Company

FERN Financial Group, LLC

Financial Services Phoenix, Arizona, United States 3 employees

Employees: 3
Contacts: 1
Emails: 1

fern.financial LinkedIn

FERN Financial Group, LLC Overview

Headquarters: Phoenix, Arizona, United States
Website: fern.financial
Industry: Financial Services
Employees: 3
Founded: 2022
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investing Retirement Planning Tax Planning Estate Planning Wealth Management Investment Management Insurance Risk Management Financial Planning

About FERN Financial Group, LLC

Fern Financial was created with the fiduciary mindset that our clients come first. Our goal is to be there for each of our clients during every step of their financial journeys. Every service is designed to help our clients simplify their financial lives, build upon their assets, and protect their wealth. Fern Financial primarily serves athletes and their families, professionals in sports, and entrepreneurs. We provide comprehensive wealth management solutions including financial planning, tax planning, investment management, estate planning, and insurance as well as specialty services designed for professional athletes, entertainers, and business owners.

FERN Financial Group, LLC Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage

FERN Financial Group, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Josh Pollard, Cfp®, Cepa	Co-founder - Managing Partner at Fern	Mesa, Arizona, United States	View
Bobby Nichols	Co-founder - Managing Partner Fern	Lawrence, Kansas, United States	Email