Our Story
A team built on the belief that exceptional planning changes lives. Meet the people behind the name — and ask us sometime what 1953 means to us.
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Guided by Purpose. Grounded in Peace.
Wealth is what you build.
Peace is why you build it.
The 1953 Group is a team of financial planners helping business owners, high earners, and disciplined families make better decisions, live more confidently, and achieve a greater sense of purpose and financial freedom.
The Process
How an engagement begins.
1
Philosophy & Engagement
We begin by sharing who we are and how we serve clients. Before we ever talk about your money, you'll understand our philosophy, our standards, and exactly what working with us looks like. Trust starts with transparency.
2
Discovery
Then we dive into your story — your goals, your obligations, your ambitions, and the life you're building. From your story, we determine together which relationship best suits you: advisor or planner.
A Fork in the Road
Advisor or Planner.
Advisor
A focused relationship.
An advisor relationship executes on a specific set of solutions that pertain to one or two key areas of your financial life. It is targeted, efficient, and built to solve the problem in front of you.
Planner
A fiduciary relationship.
A planner relationship is a fiduciary relationship — one that focuses on educating you on the most optimal approach to your finances, helping you become a better saver, and delivering a guideline for how to maximize and protect current and future wealth across the four cornerstones of planning.
Neither path is lesser. Discovery exists so we recommend the one that genuinely fits your life.
The Four Cornerstones
What comprehensive planning covers.
Cash Flow
Wealth is built by what you keep and deploy, not just what you earn. We help high earners become world-class savers — targeting 20% of gross household income — with an efficient deployment strategy, proper liquidity, and a clear path to a debt-free life.
Investments
Your capital should be working as hard as you do. We align allocation with your risk profile, scrutinize fees, coordinate account types for tax efficiency, and build portfolios designed to fund your goals — not to chase headlines.
Protection
For business owners and primary earners, the plan is only as strong as its foundation. We engineer optimal protection against death, disability, and long-term care events — so a single bad day can never undo a lifetime of discipline.
Estate & Tax Planning
Keeping wealth is a different skill than making it. We structure your estate to transfer effectively to the people and causes you choose, manage tax exposure across your lifetime, and prepare your heirs to receive well — not just inherit.
"We are building relationships that last decades, not transactions that last moments. Every strategy we recommend, every meeting we conduct, and every interaction we have reinforces one belief: exceptional financial planning has the power to change lives."
The 1953 Group
Begin with a conversation.
No pitch. No pressure. A discovery call is simply where your story meets our process.