2009

2016

Our company at a glance

We are a group of expert financial advisors serving clients throughout the United States.

We provide our clients with useful information and advice they need to make sound decisions to meet their financial goals.

Whether it’s managing client’s investments or creating a comprehensive financial plan for them and their family, our certified financial planners are dedicated to providing with exceptional service. That’s why we’ve been able to build a reputation as one of the best independent financial advisors.
We understand the importance of putting clients on the right path for financial success and we stand ready to work with them in all areas of financial planning.
Serving you – our client – is the cornerstone and objective of our business.
Our team consists of experienced certified financial planners who work hard to earn and keep your trust. With a commitment to putting the goals and interests of our clients first, our company provides custom-tailored solutions for each client.

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Senior advisor for an independently owned financial planning company Boutique Consultants Group

We are an International Financial Planning company with offices in multiple jurisdictions over the world. Working with Boutique Consultants Group gives me the ability to advise international expatriates living in the middle east from where I live in USA.

Luis Avilesortiz
Senior advisor

Focus Areas

  • 01 . Individuals with Insurance Needs
  • 02 . Investors Saving for Retirement
  • 03 . Individuals with Estate Needs
  • 04 . Crisis management
  • 05 . College Savers
  • 06 . Retirees

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Junior advisor for an independently owned financial planning company Boutique Consultants Group

We are an International Financial Planning company with offices in multiple jurisdictions over the world. Working with Boutique Consultants Group gives me the ability to advise international expatriates living in the middle east from where I live in USA.

Jake Boe
Junior advisor

Focus Areas

  • 01 . Individuals with Insurance Needs
  • 02 . Investors Saving for Retirement
  • 03 . Individuals with Estate Needs
  • 04 . Crisis management
  • 05 . College Savers
  • 06 . Retirees

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