Exodus Wealth Management Group

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HOLISTIC WEALTH MANAGEMENT

Financial Professionals with Knowledge & Insight

We are a team of financial advisors, committed to best interest standards and practices, dedicated to empowering our clients to take charge of their financial future and provide guidance today for tomorrow’s success. Our mission is to transform lives through a full-service financial planning experience that supports clients’ financial freedom, aspirations, and goals. We help people achieve their financial goals through quality service, competitive products, and a personal relationship.

Our Impact

> 0

Households

$ 0 M

Assets Under Advisement

$ 0 M

Protection Coverage

Source: Equitable Advisors CAS/RAP Dashboard as of 12/31/21

WHAT WE DO

Why Us?

It is important to make sure that you are working with the right team regarding your finances. There are several reasons why Exodus Wealth Management Group is your best choice.

We get to know and understand our clients' needs and long-term goals. We provide solid financial advice and strategies that can transform lives.

Client Centric

We are the focal point of accountability between clients and all of their financial providers.

Partners in Success

We help clients develop, implement, and monitor a financial strategy that’s designed to address their individual situation.

Customized Strategies

We take advantage of the latest technology, industry regulations, and product offerings to help our clients achieve financial freedom and confidence.

Innovative

Relationship Driven

We work hard to create mutually beneficial and respected long-term relationships through candidness, trust, proactive communications, timely service, and regular account reviews.

  • Assessing savings, investment and protection needs.
  • Charting a course toward financial independence.
  • Anticipating the critical decisions you need to make.
  • Providing ongoing advice, communications, and financial education to close the racial wealth gap.
  • Offering competitive investment products.
  • Providing ongoing advice and education.
  • Communicating clearly, well, and simplistically.
  • Adjusting clients’ financial strategies for life events.
CONSIDERATIONS

When Selecting a Financial Advisor

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Best Interest Responsibility
Investment Philosophy
Professional Credentials
Educational Experience
Industry
Knowledge
Client
Centric
Service
Continuity

Best Interest Responsibility

We consider your best interest for the recommendations we make, providing quality advice.

Investment Philosophy

We develop an investment plan for your money that you understand and believe, communicating in a timely, proactive and clear manner as we review performance, strategy and goals.

Professional Credentials

Individually, we have pursued advanced designations and certifications, providing a greater depth of knowledge for retirement and wealth planning.

Educational Experience

Academic achievements, coupled with industry experience, have provided our team with deeper competency, enhanced knowledge, and advanced capabilities.

Industry Knowledge

Over decades, we have weathered more than one storm of market volatility, supporting clients in good and tough markets.

Client Centric

We focus on working with health care professionals, retirees, business owners and executives, affluent individuals and families, educators, and administrators.

Service Continuity

We have a team of financial professionals in place to ensure continued services to our clients now and into the future.

Ready to Get Started?

Please, complete and submit the consultation form below and a team member will contact you shortly.