Florin Group

Florin Group is an independently owned Registered Investment Advisor (RIA) firm with fiduciary standards and Accredited Investment Fiduciary (AIF®) designation. As fiduciary financial advisors, we are legally required to act in the best interests of our clients. We act on behalf of the beneficiary in trust, good faith, and honesty and do not earn commissions or trade fees on the investments we recommend. We are fee-based, meaning we charge clients a flat or hourly rate. We prioritize bringing peace, joy, and happiness into our clients’ lives. Managing personal finances can be a daunting task. However, we are here to support you and make it an enjoyable experience. We use our knowledge and expertise to propose creative and specialized solutions that fulfill our client’s goals. Our comprehensive and holistic approach guides and uplifts our clients on a journey to financial success. As Family Wealth Advisors, we specialize in multigenerational wealth planning and senior planning. Florin Group provides the experience and resources to assist all generations. Whether for managing inherited family trusts, maximizing income for seniors, or planning for college savings. As Holistic Financial Advisors, we consider all aspects of your life, including individual and shared family values, when developing an effective plan. Get started with Florin Group to work with financial advisors who treat you like family.