Insights

Trusted fiduciary SEC Registered Investment Advisor status combined with a team of credentialed professionals (CFP, CFA, CM) signals a robust advisory offering leveraging tax strategies, retirement, and estate planning—a strong basis for cross-selling comprehensive financial services to existing clients and high-net-worth prospects.

Growth potential Revenue in the mid seven figures and a lean to mid-sized team indicates room for expansion in assets under management and client segments; target mid-market families and business owners seeking scalable wealth management and planning services.

Strategic assets Active positions in Enovix, Janus Henderson Short Duration Income ETF, Alphabet, and Vanguard Total Stock Market showcase an appetite for diversified tech and innovative equities—opportunities to discuss enhanced investment solutions, risk management, and portfolio optimization with current clients.

Tech stack Utilizes cloud-based and security-focused tools (Cloudflare, Cloudflare Bot Management, Microsoft 365) along with standard web assets, suggesting readiness for digital client onboarding, advisory portals, and scalable remote advisory workflows to improve client experience.

Market positioning Smaller, specialized advisory with broad capabilities in tax, retirement, and estate planning can position against larger brokers by offering personalized planning-led services; leverage this niche to win clients seeking holistic planning beyond asset management.

Financial Enhancement Group, LLC Tech Stack

Financial Enhancement Group, LLC uses 8 technology products and services including RSS, oEmbed, Microsoft 365, and more. Explore Financial Enhancement Group, LLC's tech stack below.

  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Microsoft 365
    Email
  • MailOptin
    Email Marketing
  • Element UI
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Genesis Framework
    Web Platform Extensions

Media & News

Financial Enhancement Group, LLC's Email Address Formats

Financial Enhancement Group, LLC uses at least 1 format(s):
Financial Enhancement Group, LLC Email FormatsExamplePercentage
FLast@yourlifeafterwork.comJDoe@yourlifeafterwork.com
84%
Last@yourlifeafterwork.comDoe@yourlifeafterwork.com
14%
First.Last@yourlifeafterwork.comJohn.Doe@yourlifeafterwork.com
2%

Frequently Asked Questions

What is Financial Enhancement Group, LLC's phone number?

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You can contact Financial Enhancement Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Enhancement Group, LLC's official website and social media links?

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Financial Enhancement Group, LLC's official website is yourlifeafterwork.com and has social profiles on LinkedIn.

How much revenue does Financial Enhancement Group, LLC generate?

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As of July 2026, Financial Enhancement Group, LLC's annual revenue is estimated to be $25M - $50M.

What is Financial Enhancement Group, LLC's NAICS code?

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Financial Enhancement Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Enhancement Group, LLC have currently?

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As of July 2026, Financial Enhancement Group, LLC has approximately 30 employees across 1 continents, including North America. Key team members include Chief Investment Strategist, Partner: E. J.Co-Founder And Principal: A. S.Partner: J. B.. Explore Financial Enhancement Group, LLC's employee directory with LeadIQ.

What industry does Financial Enhancement Group, LLC belong to?

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Financial Enhancement Group, LLC operates in the Financial Services industry.

What technology does Financial Enhancement Group, LLC use?

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Financial Enhancement Group, LLC's tech stack includes RSSoEmbedMicrosoft 365MailOptinElement UIUnderscore.jsCloudflare Bot ManagementGenesis Framework.

What is Financial Enhancement Group, LLC's email format?

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Financial Enhancement Group, LLC's email format typically follows the pattern of FLast@yourlifeafterwork.com. Find more Financial Enhancement Group, LLC email formats with LeadIQ.

When was Financial Enhancement Group, LLC founded?

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Financial Enhancement Group, LLC was founded in 1997.
Financial Enhancement Group, LLC logo

Financial Enhancement Group, LLC

Financial ServicesIndiana, United States11-50 Employees

Financial Enhancement Group, LLC operates in the financial services sector as a registered investment adviser based in Anderson, Indiana. The firm emphasizes a holistic approach to wealth management, incorporating tax strategies, retirement planning, estate planning, and asset management to support families seeking to manage their finances with less worry. Its team includes professionals with credentials such as Certified Financial Planner, Chartered Financial Analyst, and Chartered Market Technician, and it relies on a collaborative, multi-disciplinary approach to deliver tailored financial plans. The organization positions itself as more than a traditional asset allocator by integrating tax optimization and comprehensive planning into its investment advisory services for clients navigating life-stage financial decisions.

Founded and operating in the United States, Financial Enhancement Group serves clients through a team-driven model that leverages diverse expertise to address complex financial objectives. The firm is SEC-registered, indicating regulatory oversight for its advisory activities. Recent activity noted in industry news highlights the firm’s investment activity in various securities and ETFs, reflecting ongoing portfolio management as part of its advisory services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Financial Enhancement Group, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Financial Enhancement Group, LLC's revenue is estimated to be in the range of $25M - $50M

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