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The Financial Advisory Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

The Financial Advisory Group operates as a boutique firm within the financial services sector, concentrating on wealth management. It works with clients to safeguard and manage their wealth while pursuing targeted financial objectives, delivering personalized service. The firm describes its staff as highly skilled, versatile, and adaptable. The company provides financial and tax planning through written, goal-oriented plans that cover budgeting, cash flow, retirement and education funding, taxes, estate planning, investments, and insurance. It is a fee-only registered investment adviser regulated by the SEC; client assets are held by independent custodians and managed according to each client's investment plan, with performance reviewed quarterly, and the firm is based in Houston, Texas.

Find The Financial Advisory Group employees' phone numbers or email addresses

The Financial Advisory Group Global Highlights

Location
Employees

North America
34

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  • United States Of America
    34

Europe
1

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  • Ireland
    1

The Financial Advisory Group's Leadership

  • President at The Financial Advisory Group
    J. C.
    President
    Mobile Phone
  • President at The Financial Advisory Group
    R. S.
    President
    Mobile Phone
  • Executive Vice President Finance And Chief Financial Officer at The Financial Advisory Group
    R. S.
    Executive Vice President Finance And Chief Financial Officer
    Mobile Phone
  • Partner at The Financial Advisory Group
    G. G.
    Partner
    Mobile Phone
  • Senior Director Head Of Tax at The Financial Advisory Group
    C. C.
    Senior Director Head Of Tax
    Mobile Phone
  • Practice Manager at The Financial Advisory Group
    M. M.
    Practice Manager
    Mobile Phone
  • Office Manager at The Financial Advisory Group
    K. H.
    Office Manager
    Mobile Phone
  • Associate at The Financial Advisory Group
    N. M.
    Associate
    Mobile Phone

The Financial Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other

Contact profiles from The Financial Advisory Group

Name
Title
Contact
Location
Last Update
  • Partner at The Financial Advisory Group
    G. G.
    Partner
    Mobile Phone
    Oct 23, 2024
  • President at The Financial Advisory Group
    J. C.
    President
    Mobile Phone
    Oct 21, 2024
  • President at The Financial Advisory Group
    R. S.
    President
    Mobile Phone
    Oct 16, 2024
  • Executive Vice President Finance And Chief Financial Officer at The Financial Advisory Group
    R. S.
    Executive Vice President Finance And Chief Financial Officer
    Mobile Phone
    Oct 16, 2024
  • Senior Director Head Of Tax at The Financial Advisory Group
    C. C.
    Senior Director Head Of Tax
    Mobile Phone
    Oct 22, 2024
  • Practice Manager at The Financial Advisory Group
    M. M.
    Practice Manager
    Mobile Phone
    Jun 26, 2026
  • Office Manager at The Financial Advisory Group
    K. H.
    Office Manager
    Mobile Phone
    Oct 23, 2024
  • Associate at The Financial Advisory Group
    N. M.
    Associate
    Mobile Phone
    Ireland
    Jun 24, 2026
  • Medical Directory at The Financial Advisory Group
    L. F.
    Medical Directory
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at The Financial Advisory Group
    N. B.
    Financial Advisor
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is The Financial Advisory Group known for?

Minus sign iconPlus sign iconThe Financial Advisory Group was founded in 1997 and operates in the Financial Services industry. You can contact The Financial Advisory Group's main corporate office by phone at
+1-713-624-****
. Explore The Financial Advisory Group's company overview page for more information.

What is The Financial Advisory Group's most common email format?

Minus sign iconPlus sign iconThe Financial Advisory Group employees' email format typically follows the pattern of First.Last@finadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more The Financial Advisory Group email formats with LeadIQ.

How many employees does The Financial Advisory Group have currently?

Minus sign iconPlus sign iconThe Financial Advisory Group has approximately 12 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are The Financial Advisory Group's key employees and leadership?

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As of July 2026, The Financial Advisory Group's key employees include:

  • President: J. C.
  • President: R. S.
  • Executive Vice President Finance And Chief Financial Officer: R. S.
  • Partner: G. G.
  • Senior Director Head Of Tax: C. C.

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