Why Portico

With so many places to go for financial advice, you may be asking yourself "What makes Portico Financial Group different?"  

As a client of Portico, you will experience a firm that truly puts your best interest first.  We'll give you a straight-forward assessment of your situation and let you know how we can help you.  We are not here to sell you products, but to offer truly objective financial advice. 

As a client of Portico, you will work with highly educated professionals that have been helping individuals and businesses with their financial needs for many years.  There are many "advisors" that call themselves financial planners.  We encourage you to check out the advantages of those that hold the CERTIFIED FINANCIAL PLANNERTM ("CFP®") designation as well as those that focus on "fee-based" investments.  

As a client of Portico, you will be provided clear, easy-to-understand explanations of financial products and services. We won't talk above you, and we'll spend however long it takes to ensure you have complete understanding of the personalized program we develop for you. 

At Portico, we are dedicated to developing long lasting relationships with all of our clients.  Unlike many large firms, we are nimble enough to provide you with very personalized service.  You will have our direct line, not an 800-number to a call center.  

Lastly, Portico Financial Group, LLC is individually owned and operated.  We are not a division of any other organization.  Why is this important?  We can make our own decisions on how to run our firm in order to best serve you, our client, and not someone else's bottom line.

We’re looking to expand our client base with a select group of individuals and businesses that need our help and welcome our approach.  We want to be your partner in planning for your financial future.   But we can't help if we don't hear from you. 

Please contact us today so we can help you get started!   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck