Who we serve

“We know that the money you invest represents years of hard work and sacrifice.
The financial decisions we make together will impact your family for years to come. We won’t let you down.”

AS SEEN IN

Meet our Team

FFG has a deep roster of professionals with decades of investment, tax, accounting, & legal experience who can deliver an unmatched value proposition. We serve high net worth retirees, executives, tech professionals, & successful business owners & strive to ensure they are maximizing their financial efforts. Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, & more. We earn no trade or financial product sales commissions & only have a fiduciary duty to our clients. This model, coupled with our partners’ spotless records, reinforces a relationship built on trust & transparency.

Affiliations

Our Clients’ Companies