Broker Check

The Laurus Difference

For more than a decade, Laurus Financial Group clients have relied on us to provide the experience, education, advice and collaborative approach they depend on from a leading financial planning and wealth management firm:

Experience​

Our goal is to simplify the complexity that comes with managing multiple financial considerations. As your financial advocate, we fulfill your need for competent, experienced and objective financial guidance, allowing you more time to devote to business, family and your personal passions.

Education

We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that aim to serve your best interests. We take the concern and ambivalence out of the financial decision-making process, replacing it with the clarity and confidence you seek.

Advice

At Laurus Financial Group we have access to independent research on the economy and the financial markets. This access allows us the freedom to offer unbiased financial guidance and impartial strategies to address the challenges of wealth accumulation and management. As independent advisors, we have no proprietary investment offerings or products. That’s how we help ensure the advice you receive is right for you.

Teamwork​

As wealth advisors, we bring our collective experience and insight to organizing all aspects of your financial life. We also work closely with your other advisors, including tax professionals and attorneys to help ensure the advice you receive is compatible with your goals and needs.

Contact Us to learn how we can help make a difference for you and your financial future.