We aim to bring joy, sensibility, and peace of mind to the financial lives of those we serve.
My name is Alex, and I'm thrilled you've stopped by. For over a decade, I've been immersed in the world of finance, honing my approach through dedicated study and practice, encompassing areas like financial advising, investment planning, and retirement strategies.
Your journey is what motivates us.
At the heart of every relationship is trust. With this as the foundation, we aim to provide advice and make decisions rooted in integrity and reliability.
We champion transparency, ensuring that every aspect of our advice, processes, and fees are clear and understandable.
We strive to provide unwavering support and personalized, empathetic guidance to help you navigate the complexities of your financial journey.
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Alex, the founder of Stanton Advisory Group, has been a guiding force in the financial advisory industry since 2011. Her vision of providing personalized financial guidance, rooted in trust and transparency, has transformed the firm into a sanctuary for clients seeking clarity and confidence in their financial decisions. Alex not only leads the firm with compassion and experience but also strives daily to embody a commitment to making financial wellbeing accessible to all.
Sarah Baker, Operations Manager at Stanton Advisory Group since October 2020, plays a pivotal role in ensuring client interactions are seamless and joyful. With a longstanding friendship with Alex, Sarah's daily contributions—from scheduling to client support—add a layer of delight and efficiency to the firm. Residing in Minneapolis with her husband, Aaron, she is the backbone of the office's operations, always ensuring a smooth experience for every client.
What is it that sets us apart?
We provide a tailored experience that focuses on your individual needs and lifestyle. Our approach combines an in-depth understanding of all the intricate pieces of your financial world with a commitment to clear, jargon-free communication. Our goal is for you to feel understood and confident in your future financial decisions.
At the heart of our service is a steadfast commitment to our clients. We prioritize understanding your unique needs and preferences, working to make sure that every recommendation and piece of advice is tailored just for you. Your satisfaction and well-being are our top priorities, guiding every interaction and decision.
As an independent financial services firm, we offer objective, flexible, and unique solutions to your financial needs. Our independent status means our advice is always objective and never one-size-fits-all. We take the time to learn what your goals are and create a plan centered on what's best for you, not what’s best for everyone else.
We will be your financial project manager, connecting you with all of your current and future team players, working together to make your goals happen. This team could include an estate planner and other attorneys, tax professionals, and insurance providers. If we don’t have the resource at hand, we will find it.
Let's find a time where we can meet and talk about what's on your mind.
Check out the background of firms and investment professionals on FINRA's BrokerCheck. Cambridge's Form CRS (Customer Relationship Summary)
Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: (MN, WI, AZ, WA, TX, FL, SC, LA, NV, MT, OR, CO) Cambridge and Stanton Advisory Group are not affiliated.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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