Innovative Advisory Group Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Innovative Advisory Group is an independent registered investment advisory firm that operates within the investment management sector. It combines traditional assets such as stocks, bonds, and mutual funds with alternative investments, adopting a value-oriented approach that leverages specialized expertise and substantial resources. The firm emphasizes guidance on both conventional and non-traditional strategies, including the use of alternatives inside self-directed retirement accounts. Based in Lexington, Massachusetts, Innovative Advisory Group positions itself as a thoughtful practitioner in wealth management, aiming to diversify client portfolios through a broad investment lens.
The company serves clients seeking integrated wealth advice and alternative investment exposure within retirement plans, addressing the need for access to non-traditional strategies inside tax-advantaged accounts. As an independent advisory, it operates outside of major brokerage structures, focusing on individualized investment decisions and resources to support a diversified strategy. The firm’s location in the Greater Boston area and its emphasis on independent, value-driven investing define its market position within the industry.

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