Meet Bellwether Advisory Group
Specializing in financial planning, Bellwether Advisory Group is an independent, boutique advisory firm whose partners value personal relationships and provide highly personalized, holistic advice that includes investment management, retirement planning, estate planning, risk management and more.
We are independent financial advisors who are fiduciaries, meaning we’re legally bound to act in the best interest of our clients – always. We get to know you and your investment goals, then offer an array of services to meet your individualized needs.
We take a holistic, solutions-oriented approach to financial planning that factors in clients’ values and goals. We consider all elements of your financial landscape, including a retirement strategy, a risk management plan, a long-term investment plan, a tax reduction strategy, and an estate plan.
We truly get to know our clients, building authentic relationships that allow us to identify your values, beliefs and goals so we can build expert portfolios that meet your individual expectations.
You have worked hard to build wealth, and we’re here to put in place the plans that ensure your assets are passed on to the people and organizations you hold dear. We’re generational planners, and your legacy – and peace of mind – matter to us.
We work with business owners to understand all of the factors that affect your business activities and how that ultimately impacts your personal finances.
Our experience working as Certified Financial Planners inside of a major accounting firm has provided us with a unique perspective regarding our clients’ tax needs. We have years of experience coordinating financial planning recommendations with CPAs to provide holistic advice that takes into account your tax concerns.
We understand how hard our clients work and strive to ensure your assets are protected. A major component of our planning process is understanding what risks could threaten the success of clients’ financial plans.
We work with multiple institutions to offer bespoke securities-based lending solutions for our clients.
We advise and assist clients with their philanthropic and charitable objectives.
Mariel is a co-founder and partner for Bellwether Advisor Group. As a CFP®, Mariel actively helps families, executives and business owners build, manage, protect and transition their wealth through integrated financial planning. She has extensive experience guiding clients through all of life's situations and focuses on creating plans that accomplish her client's goals in a tax-efficient manner.
Jared is a co-founder and partner for Bellwether Advisor Group. As a Certified Financial Planner™ (CFP®), Jared provides comprehensive advice and solutions for high-net-worth individuals, families, executives and business owners. Jared incorporates his multiple areas of expertise that include retirement planning, investment management, tax planning, risk management and estate planning to help ensure that his clients’ goals and objectives are achieved.