Your Goals, Desires, And Objectives Always Come First

Guided by our conservative, proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. As independent financial advisors, our highly individualized approach to comprehensive wealth management employs the latest tools and technologies, as well as access to a comprehensive universe of non-proprietary products and services custom tailored to your needs.

AK Financial Group clients benefit from:

• The collective strength of our experienced management team;
• Vast resources of our strategic partners across multiple financial disciplines, and;
• Individual attention from your own personal financial consultant. 

Making a difference in your life: Thorough, ongoing and attentive planning

AK Advantage, our disciplined financial and investment planning process helps to ensure that your situation, as well as opportunities and alternatives, are thoroughly and methodically researched before our independent recommendations are presented to you.

• State-of-the-art technology supports our high level of personalized service and sophisticated communications applications, helping you to visualize potential outcomes through sophisticated scenario planning.
• We provide 24/7 online account access and the ability to assemble and download custom reports anytime you choose. 

Through my affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance my services to you, inspire growth, fiduciary adherence, and help me stay connected with a nationwide community of peers in the financial profession.

Private Advisor Group has been recognized by Barron’s^₁ as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2024 Top 100 RIA Firms.”

¹Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron's ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.