We seek to enhance our clients’ lives by helping them proactively plan for their future and act as a trusted resource along the way. We help them live balanced lives and believe that their wealth should be managed to last more than a lifetime.

Plaza Advisory Group, Inc. is one of the leading independent private financial services firm, with professionals delivering multifaceted financial solutions and concierge level service to our clients and their families.

Since 1985, our mission and core principles have never wavered. We seek to enhance our clients’ lives by helping them live balanced lives and believe that their wealth should be managed to last more than a lifetime.