We help families to live a richer, more meaningful life.
De Groote Financial Group is an independent wealth management firm serving high-net-worth clients.
Why De Groote?
You live in a dynamic world. Through a comprehensive financial planning approach, De Groote Financial Group helps clients capitalize on their strengths, develop greater goals and aspirations, and manage their wealth.
De Groote Financial, as a fiduciary, adheres to the philosophy that clients come first and their needs are placed above all other considerations.
As a privately-run, independent Registered Investment Advisory firm without the confines and mandates of traditional banks and brokerages, De Groote Financial Group operates in a manner that is client-driven without the conflicts of interest often found in corporate firms.
Who We Serve?
De Groote Financial Group provides wealth management services to a wide variety of high net worth individuals, trusts, foundations, and endowments. Presented below are a number of client profiles which fairly represent the wide variety of clients we specialize in serving. What is unique, is that over the years we have helped our client’s transition from employee to employer and have helped them through all facets of their career including transitioning from one career path to another.
- Our Team -
Our Great Team Is
Dedicated For You
Doug De Groote
Wealth Advisor, Co-CIO
We are happy to connect you to a financial advisor to further talk about a relationship with De Groote Financial Group. You can also email us if you would prefer.
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Frequently Asked Questions
The Certified Financial Planner™ designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards.
De Groote Financial Group is truly independently owned and designed to adapt to each of our clients. We act as your advocate and as a true fiduciary. With an independent advisor, you have access to a range of investment products through an open architecture customized to your needs.
We recommend Schwab to our clients for their focus on service, as well as fast, efficient trading, clearing and settlement. Of course, clients are free to choose any custodian they feel most comfortable with, and we will have the authority to manage - but not remove - those assets.
De Groote Financial Group is an SEC-registered investment advisor (RIA), and we are subject to the highest level of disclosure to financial regulatory agencies. As a fiduciary, we are held to an even higher standard of trust and confidence and have the legal responsibility to follow prudent investor practices as well as serve the client's best interests.
Our custodial firms offer a robust selection of services including direct deposit, web bill, pay, check writing, debit cards, credit cards, etc. After reviewing these services with clients, we facilitate changes as needed. We are happy to connect you to a financial advisor to further talk about a relationship with De Groote Financial Group.