A wide-range of capabilities, to fulfill your diverse financial needs

At The East Coast Group, Financial Planning is What We Do.

We are a practice dedicated to establishing long-term relationships based on personalized service and a thoughtful, deliberate approach to planning. Together, we are capable of meeting the challenges you face and making progress toward your ultimate goals. As your partner, we offer customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

With decades of collective experience in financial services, our team specializes in providing customized financial plans utilizing interactive financial modeling tools. Our team is novel in its leverage of outside independent institutional research firms guiding many of the investment decisions. This approach allows The East Coast Group to deliver a personalized plan and simplifies the financial planning process.

When you work with The East Coast Group, your financial well-being will be at the forefront of everything we do – exactly as it should be.

We look forward to providing you, your family, or your business with the high level of personal service and professional attention you deserve. Today, tomorrow and for many years to come.

LIFE WELL PLANNED.