Our Approach is Tailored to Our Clients' Unique Needs

We are making a difference in the industry by helping the leaders of the best financial advisory firms become top business managers. We are passionate about optimizing our clients' long-term success by creatively applying our industry knowledge. We believe that every financial advisory firm is unique and requires customized solutions.

AGS is a consulting firm that effects meaningful change. We differentiate ourselves by engineering solutions, proving our recommendations through quantitative data and implementing solutions for our clients’ ultimate success. This unique approach provides a leverage point that saves our clients time and delivers a measurable ROI. Although our solutions are customized, we approach all client engagements with the same key operating principles, which are grounded on critical thinking, rigorous quantitative analysis, and challenging the status quo.

Our founder conceptualized and founded aRIA, a leading national financial advisor think tank, with the single purpose of sharing best practices from six noteworthy independent firms. This group provides us with ongoing real world insight and know-how for growing and succeeding in the ever-changing wealth management market. We apply best practices from aRIA to our client engagements.