Personalized Financial Advising

Discover how we transform financial planning into a journey of clarity and confidence. At Stanton Advisory Group, we’re passionate about guiding you to financial serenity and success.

Financial

Advising

Navigate your financial landscape with bespoke advice tailored to your own unique story.

Investment Management

Secure your legacy and ensure your portfolio is aligned with your needs and goals.

Retirement Planning

Craft a retirement filled with peace and possibility, tailored to your dreams and lifestyle.

Get in touch to learn more.

My mission is to simplify the complex world of personal finance, crafting strategies that empower and enlighten my clients. With a firm belief in the transformative power of financial openness and support, I've shaped my practice around the principles of trust and collaboration, aiming to help every person I work with to navigate life's financial journeys with clarity.

About our advisory group.

1 Discover

We begin by understanding your goals and establishing a meaningful connection.

2 Plan

Crafting a personalized strategy that reflects your financial dreams and realities.

3 Implement

Putting your tailored financial plan into action, with precise management and guidance.

4 Review

Continually assessing and refining your plan to ensure it keeps pace with your life.

Jessica S.

“Alex and Sarah are fantastic! Their communication, professionalism, and knowledge make them a great team. We are thrilled with our services."

Connie L.

"Both Alex and Sarah get to know clients personally. That helps when they are working with clients and making financial decisions. They blend professional and personal relationships and provide the best in financial advice and guidance."

Mike F.

"They always help us when we have questions. They are more patient with us than I think I would be. Alex gives extra care with my brother who is on the autism spectrum, which I appreciate."

Joyce and Brian B.

"Very easy to work with. Always available. Reliable, friendly, VERY intelligent and up to date on information. Just plain fun to know. Always feel comfortable with them and they are doing an excellent job."

Jessica S.

“Alex and Sarah are fantastic! Their communication, professionalism, and knowledge make them a great team. We are thrilled with our services."

Connie L.

These testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.