Plaxton Advisory Group
Long-term wealth strategies designed for resilience — and built to adapt to your evolving needs
If there is one thing you can count on, it’s that things don’t always go as planned. So when it comes to your future, it’s critical to have an experienced and knowledgeable team that you can trust to deliver unbiased advice — even if it means that sometimes we tell you what you need to hear, not what you may want to hear.
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
We define our success by yours
With over 25 years’ experience, we have seen our share of market ups and downs. Through it all, we have learned the importance of taking the long view, both when it comes to our investment strategy and when it comes to building relationships with our clients. Our goal is to empower you to achieve your goals.
The first step is simply a meeting, where you can learn more about our approach and we can learn more about your needs.
The first step is simply a meeting, where you can learn more about our approach and we can learn more about your needs.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
