The Mutual Trust Way

Working in your family’s best interest

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Our Firm’s Purpose

Mutual Trust Advisory Group was built to address the growing and unique financial needs of Southwest Florida families while maintaining a true fiduciary responsibility.

Any meaningful relationship starts by understanding your needs, values, and goals. Our comprehensive approach affords us the opportunity to provide you with completely objective advice focused on your best interests.

We are passionate about improving the lives of those we serve through dedication to quality and service. This allows our team of financial advisors to operate in an innovative and collaborative environment with access to a shared body of knowledge and experiences.

We take the time to understand your needs and deliver services that are tailor-made for your family. Serving as your partner, we believe our values and culture create bonds and services like no other.

Our Philosophy

  • We help simplify the complex
  • We customize our approach to your family’s goals
  • We sympathize and empathize through a family lens
  • We believe in skilled execution across the breadth of services
  • We do not sell, we are here to serve
  • We always put your best interests first

Why Using a Fee-Only Fiduciary is so Important

It is important to have a CFP® professional on your team when consuming financial advice. In 2021, there were approximately 263,000 personal financial advisors in the United States, of which only 1/3 were CERTIFIED FINANCIAL PLANNERS™. This is a select group of professionals who adhere to the highest ethical standards in the industry when delivering financial advice.

Here at Mutual Trust Advisory Group, we are a team of CFP® practitioners who practice in a fee-only business model unlike the majority of financial advisors that are either fee-based or commissioned based.

You might be asking....How does a fee-only business model benefit me?

Fee-only means that the only compensation the firm receives is directly from the client. These fees are up-front and transparent, a notable difference from the fee-based and commission-based financial advisors. As fee-only financial planners, we never earn a commission of any kind. You will never be sold products such as commissioned investments, commissioned annuities, or other products. You pay strictly for financial advice, a comprehensive financial plan, and investment advice. Advisors who are not fee-only may not be working in your best interest; they may be skilled sales professionals looking to sell you a product.

Fee-Only planners act as true fiduciaries, someone who is required to provide independent objective advice that is in your best interest. True fiduciaries work diligently to avoid conflicts of interest, and to help you pursue your goals with complete transparency.

Independent advisory firms have no ties to a specific brokerage firm. We have the freedom to access the universe of solutions to align with your goals, and create recommendations that we believe are the best for you.

Our firm strives to build long-term relationships with complete transparency.

Core Values

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    Integrity
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    Competency
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    Excellence
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    Humility
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    Service
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    Authenticity
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    Teamwork
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    Learning
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    Transparency

Multiple Ways to Form a Relationship

At Mutual Trust Advisory Group, we have various agreements in place to best address the type of
engagement preferred by you and your family.

Wealth Management
  • Comprehensive financial planning services designed to achieve your financial objectives and goals
  • Discretionary portfolio management services stemming from your financial plan’s investment objectives
Investment Advisory
  • Discretionary portfolio management services where we make all investment decisions on your behalf
  • Pure investment advice tailored to meet your needs and investment objectives
Planning & Consulting*
  • A fully customizable flat-fee engagement spanning the breadth of services offered by the firm
*The customization and flexibility of the planning & consulting relationship was created to appropriately serve the complex and fluid needs of ultra-high-net-worth families.
Let’s Discuss Your Goals