Balancing your life, wealth, and legacy
We look at all aspects of your life to create an ongoing financial plan that fits your goals, values, and resources, as well as maximizes your opportunities. We commit to always doing our best on your behalf. We believe in a disciplined investment approach based on long-term strategic asset allocation. We are not market timers. We will direct you to the best and widest range of investments that fit our investment philosophy at the best possible cost. We have regular meetings to keep you and your plan up to date. At minimum each year but a lot of our clients prefer to meet more often. We keep all your information confidential, safe, and secure. We only share information as needed with your attorneys, accountants, and other professionals with which you may be working.
Tucker Boynton Financial Group is a financial planning, wealth advisory, and risk management firm. TBFG has been proudly serving its clients since 1983. We are a boutique firm dedicated to serving the best interests of our clients and their families.
Our mission is to guide you in making the difficult and numerous decisions to pursue your financial independence, investment approach, and legacy sustainability.
A terrific plan requires a time commitment from you as well as from us. By working with us you agree to participate in our financial planning process. Good communication is key and mutually beneficial. It's important to be responsive to emails and phone calls as well as provide requested information in a timely fashion.
"An investment in knowledge pays the best interest."