We help plan for your future so you can enjoy the present-allowing you to focus your time and attention to the things that you value most.  As an Independent Wealth Management organization we provide professional advice, planning, and investment management.

Let's work together today to build a better tomorrow.


AGORA SQUARE Financial Group  embodies the spirit of the ancient Greek Agora.  In ancient Greece, the Agora square was a gathering place where citizens hosted social, civic, artistic, spiritual, and philosophical activities.  Uniting the disciplines of ethics, family, community, and practical decision making is the spirit of the ancient Agora. That spirit is evident in the way we work together with our clients.