We are a independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make unbiased recommendations and personalized plans that are free from conflicts.
The Deeter Advisory Group adheres to strict principles and morals. Adopting an oath of ethics and discipline, we hold our relationship with our clients in the highest regard. Safety and security of our clients’ assets is our top priority. All of our clients’ assets are held at third-party custodians, which provides a critical measure of protection. We are an SEC-registered investment advisor and a fiduciary and always act in the best interest of our clients.
As a member of the National Association of Financial Planners, The Certified Financial Planners Board of Standards and Board of Accredited Investment Fiduciaries, we have surrounded ourselves with knowledgeable and experienced companies and organizations that ensure our clients receive the utmost industry expertise.
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