Innovative Advisory Group

Innovative Advisory Group provides investment management and planning services to individuals (including high net worth clients), trusts, estates, corporations, and employer-sponsored plans. The firm offers discretionary asset management through Asset Management Accounts, Plan Participant and One-Participant Plan arrangements, as well as comprehensive financial planning, business retirement planning, and other special services such as family-office and third‑party manager identification.

The firm’s investment process combines charting, fundamental, technical and cyclical analysis and can implement long-, intermediate- and short-term strategies; it uses limited options strategies and generally avoids margin or uncovered option writing. Accounts are reviewed on an ongoing basis with more detailed annual assessments and recommendations are tailored to client objectives, tax and liquidity needs.

What is distinctive is the firm’s multi-office footprint — it operates eight offices despite managing roughly $194 million with a nine-advisor team, a configuration that is uncommon among peers. The brochure also discloses multiple custodial relationships (a national custodian for public securities and a separate custodian for non‑public assets), solicitor arrangements and ownership interests in non‑advisory businesses (including an insurance agency and related holding entities), which the firm discloses as potential conflicts of interest and manages through its policies.