Advisors Management Group

At Advisors Management Group, we are more than a typical financial advisory firm. We are your strategic financial advocates - helping you with all aspects of financial decision-making and partnering with you throughout the year to make sure you remain on a healthy financial path.

We are a team of dedicated and experienced fiduciaries, committed to serving individuals and small businesses in all areas of financial decision-making. Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We understand the pressure to provide for your family now and in the future, that's why we focus on the wins of our clients before our own.

Our investment advisory, financial planning, business consulting, and tax and accounting teams offer clients the assurance that complex financial planning, accounting and annual tax compliance tasks are handled in a way for you to reach your goals. We are a fee-only fiduciaries, which means we put your best interests first, so that you can focus on the here-and-now while we focus on the future.

Our Services

Our comprehensive line of services is designed to provide clients with the meticulous planning and thoughtful financial management they need to achieve their objectives.

• Investment Advisory: Our experienced investment advisors will work closely with you to create a personalized investment strategy that aligns with your financial goals and risk tolerance.

• Financial Planning: Our team of financial advisors will help you develop a comprehensive financial plan that covers all aspects of your financial life, from saving for retirement to paying for college.

• Business Consulting: Our business consultants will provide you with the guidance and support you need to make informed business decisions and ensure your business is financially healthy.

• Tax and Accounting: Our team of tax accountants and payroll specialists will handle all your tax and accounting needs, ensuring you are in compliance with all tax laws and regulations.

Why Choose Us?

At Advisors Management Group, we are committed to putting people before profit. Our team of experienced and dedicated fiduciaries are committed to serving individuals and small businesses in all areas of financial decision-making. We understand the pressure to provide for your family now and in the future, that's why we focus on the wins of our clients before our own. Our fee-only fiduciaries put your best interests first, so that you can focus on the here-and-now while we focus on the future.

Our Team

Our team of experienced and dedicated fiduciaries are committed to serving individuals and small businesses in all areas of financial decision-making. Our team includes:

• Rebecca Agamaite MBA: Client Experience Manager & Investment Advisor Representative
• Shay Benedict: Trading Specialist
• Jenna Deets CFP, MBA: Chief Compliance Officer & Investment Advisor Representative
• Warren Deets: Chief Operating Officer, Investment Advisor Representative & Portfolio Strategist
• Melanie Chapel, EA RTRP: Director of Payroll Services, Senior Accountant, Tax Preparer & Business Consultant
• Nathan Deets CFP: Director of Trading, Investment Advisor Representative & Tax Preparer
• Ashley Vega: Investment Advisor Representative & Tax Preparer
• Nick Letter: Director of Financial Planning, Investment Advisor Representative & Tax Preparer
• Kate Pederson: Tax Manager, Investment Advisor Representative & Tax Preparer
• Adam Pederson EA: Director of Business Consulting, Senior Accountant & Tax Preparer
• Tyler Witt: Accountant, Business Consultant & Tax Preparer

Client Testimonials

All testimonials are from individuals that at the time are deemed to be clients of Advisor. Testimonials are selected by Advisor for publication. Therefore, this presents a conflict of interest. We have attempted to mitigate this conflict by selecting what we feel is a representative sample of testimonials received.