We help thriving families, women, business owners and subscription-based investors plan a future worth working toward.

We help thriving families, women, small businesses and new investors plan a future worth working toward.

It didn’t take us long, in the financial services industry, to understand the power of being understood. Of finding our place and path to connect with clients. We focus on those people we can help the most. Because we’ve stood in their shoes. Shared similar experiences. Faced the same challenges. At Fusion Financial Group, we get you. We meld together our life experiences with yours. Our expertise with your goals. Together, we create a financial plan that inspires you to stick to it, with us guiding you along the way.

It didn’t take us long in the financial services industry to understand the power of being understood. Of finding our place and path to connect with clients. We focus on those people we can help the most. Because we’ve stood in their shoes. Shared similar experiences. Faced the same challenges. At Fusion Financial Group, we get you. We meld together our life experiences with yours. Our expertise with your goals. Together, we create a financial plan that inspires you to stick to it, with us coaching you along the way

Fusion team

We Get You

Thriving Families

Thriving Families

You’re in your 40s and 50s. Up until now, your financial planning and management has been focused on your kids. Now that they’re older, you want to make sure your plan is on track for your next life adventures.

Women

Women

You’ve suddenly found yourself with investable assets due to death, divorce or because you’ve sold a business or changed careers. You need guidance and a plan for your new financial future.

Small Business Owner

Business Owners

You’re wearing a hundred different hats to manage your business, leaving little time for financial planning and management. You need help evaluating where you are and making future financial plans.

New Investors

Subscription-Based Investors

Everyone has to start somewhere. You’re likely in your 30s. You’ve made a dent in your student loans and other debts and have begun saving for retirement. You’re ready to start planning for the future, but don’t know where to begin.

Financial Planning and Management Throughout the Decades

Throughout life, goals and plans change. And so should your financial plan. Whether you’re in your 20s or your 70s, we’ll help guide you through creating a financial plan that syncs to your current place in life and your future goals.
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Fusion Financial Group At a Glance

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combined years of experience across our advisor team

years of experience across our advisor team

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families coached

families coached

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states where we coach clients

states where we coach clients

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in assets under management

in assets under management

Accolades