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.
Our clients crave time, control, simplicity and freedom.
Through our Stewardship Planning Process, we will help you find the clarity and confidence to make great decisions about complex financial issues.
Frequently Asked Questions
What is a Certified Financial Planner™?
The Certified Financial Planner™ designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards.
Why choose an independent advisor?
Independence means we can fully exercise our entrepreneurial spirit and look for opportunities to enhance our clients’ success.
We see client relationships as long-term, collaborative partnerships, and that requires accessibility, objectivity and transparency in everything we do.
Independence gives us the freedom to make that a reality.
Where will my assets be held?
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.
Will I have institutional oversight of my 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 client’s best interests.
What happens to my non-investment services?
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.