The Acorn Financial Group focuses on providing exceptional service. With over 85 years of combined experience in wealth management, we bring together knowledge, talent, expertise and passion for all areas of investing and offer our clients a total wealth solution to help them achieve all their goals.
As trusted advisors, our clients include professionals, corporations and affluent individuals. We take a long-term approach to investing, with an emphasis on planning to determine our client’s needs and risk tolerance. Our investment philosophy includes:
· Identifying our client’s investment objectives
· Developing an appropriate investment strategy
· Taking a longer term, conservative perspective
· Controlling risk through diversification and meticulous investment selection
· Identifying and recognizing social issues
· Making dreams a reality