About The America Group

Our Mission

Positively impacting lives forever
Since 1982, The America Group has operated with the purpose of helping clients take control of their money. While many firms focus on showcasing average rates of return, or promoting a particular product, we understand that taking control of your money requires something entirely different. It requires not only a systematic approach to understand your goals, fears and thoughts, it also requires a redefinition of what the playing field looks like. Chances are, you have preconceived notions about investing, the role of financial advisors, banks, taxes and the government. Or, perhaps there are things you’re unaware of. We’re here to shine the light on those areas, and help you gain a clear understanding of the players, the rules of the game, and how you can position yourself before an investment plan is ever developed.

What we believe

At a Glance

The America Group features an extensive geographic footprint, along with an extensive knowledge base:

Financial Advisors
State Securities Licensed
States Insurance Licensed

Experience Across Multiple Financial Disciplines

What keeps you up at night?

We all work for our money but, believe it or not, there are ways to make your money work for you too. Having a solid financial plan can help you rest easy and know that you’re taken care of. Whether you are just starting out or you’re already enjoying retirement, the key is in the approach.  We’re here to help.
Take this short quiz to learn about what you can be doing differently to live with a more balanced and consistent financial future.