Highland Advisory Group

Specialties

Financial Planning & Asset Management for Doctors, Successful Entrepreneurs, Women who are Divorced or Widowed, Highly Compensated Executives, Sudden Money recipients and Pre-​Retirees. Flat fees for planning and/​or percentage of total assets under management.

History

Established in 2008.

Three firms merged together in 2008 to form Highland Advisory Group. Our team has over 100 years combined experience helping individuals, families and business owners manage their finances.

Meet the Business Owner

Jason C.

Business Owner

Starting as a Financial Advisor in 2000, I’ve developed sound investment strategies for a small, successful group of people who demand customized planning and investment management solutions with attention to detail and impeccable service. With my real world experience, Advanced Financial & Estate Planning Education (ChFC® designation) and Certified Financial Planner™ (CFP) certification, I am well positioned to guide you through a broad range of financial goals.

Currently serving as the President of the Board for the Chandler Food Bank and is the upcoming President for the Chandler Horizon Rotary Club.