Welcome to The Farland Group
Full service wealth management
The Farland Group is a full service wealth management company that oversees and coordinates the financial affairs for a select group of clients. Our expertise extends well beyond asset management to financial, tax, retirement and estate planning, risk management, and a full complement of financial counseling services.
Streamlined, time saving, financial management expertise
Our services seek to make it easier for our clients to build, manage and preserve their wealth by simplifying and streamlining their financial activities. We utilize a team based approach that includes financial planners, investment analysts, accountants and attorneys to educate our clients about their financial options and to proactively address each client's unique financial needs. Our clients tell us that this comprehensive, solutions-oriented approach, combined with the convenience of one-stop service, gives them the direction and confidence they need to take action toward their financial goals.
Busy professionals, business owners and retirees
We work closely with busy professionals, business owners, and those transitioning into retirement to deliver customized wealth management strategies and world class service. Our clients typically have one million or more in investable assets, are comfortable delegating the management of their financial interests, and seek to develop a trusted, long term relationship with an experienced wealth management team.
Comprehensive guidance and world class service
We believe that comprehensive financial planning is key to your long term financial success and to your peace of mind. Therefore, our goal is to help every client maximize the power of their income and assets by implementing time tested strategies for saving, investing, spending and capital preservation. Our full service team is committed to offering every client continuous personal attention so that every detail of your wealth management strategy is fully implemented, both now and into the future.
Complimentary initial consultation
If you feel you may benefit from the services of The Farland Group, please contact us to schedule an appointment. We look forward to discussing your financial goals and how The Farland Group may be able to assist you.