Wealth Enhancement Group, a national independent wealth management firm with over $81.5 billion in client assets, announced that it will join forces with The Financial Advisory Group, LLC, an independent RIA in Houston, Texas. The team of seven financial advisors and 14 support team members manages $1.22+ billion in client assets and is led by founder Richard J. Alphonso, J.D., CPA/PFS, M.S.T., AEP.
Launched in 1997, The Financial Advisory Group’s mission has been to help clients achieve and maintain financial independence, unaffected by the unexpected. The firm provides comprehensive financial advice to its clients by adding tax planning and preparation to traditional investment management, family office services, and financial planning services.
In the last few years, the firm has established deep experience working with specific niches, including oral surgeons, doctors, attorneys, and business owners. The team also comprehensively serves family office clients.
Adding The Financial Advisory Group marks Wealth Enhancement Group’s third location in Texas.
KEY QUOTES:
“We are pleased to announce the addition of Richard Alphonso and The Financial Advisory Group team to Wealth Enhancement Group. The firm’s dedication to delivering a high-quality client experience and customized financial services aligns with our firm’s goals.”
- Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group
“After a 32-year career in this profession, this is the opportunity of a lifetime to continue delivering wealth management services to the next generation. This partnership will allow us to enhance our clients’ experience, shift responsibilities that don’t contribute to the overall client experience, and provide professional opportunities to the next generation of professionals who serve our clients.”
- Richard Alphonso of The Financial Advisory Group
“We are pleased to welcome The Financial Advisory Group to our firm. Their dedication to providing comprehensive financial planning services has established them as a trusted partner to their clients, and we are excited to work with them for years to come.”
- Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group
