Executive Planning Group
Purposely built with people in the center. We’re committed to being a valued partner for you when it comes to making important decisions. We’ve identified an important aspect of wealth management: Clients win when their advisor is seated on the same side of the table as them.
Executive Planning Group is an independent wealth management firm that specializes in both asset management and financial planning. EPG seeks to provide a place where tailored strategies meet personal and corporate objectives.
The objective of our firm is to help you design and craft your legacy - whatever that may be. We’re committed to being a reliable partner for you when it comes to making important decisions for the type of impact you are looking to make.
James Songer
Doing business with people we like and trust is the starting point for any rapport that will last. Providing an environment for this to take place is key to building for the long term. I believe we can be better together through mutual, consistent, and diligent effort toward a common goal.
Having trusted advisors through life’s major decisions is vital.
At EPG, with our strategic partners, we focus on a shared vision to bring quality solutions and innovative thinking to any situation. Planning for the changing course life may take you on can provide many challenges. Providing for your loved ones before the need arises creates an atmosphere of peace and calm assurance. We believe it is prudent to plan for the best and avoid the pitfalls of being unprepared. This may hasten a more agile response in times of crisis.
We invite you to begin your journey with us toward achieving the Financial Life and Legacy you desire.
James’ Favorite Quote:
“Relationships are built on the power of promises kept and commitments met.” - Jim Mallon
Let’s talk about how we can serve you.
