Client Centered Financial Planning with a Passion
Money can be very stressful and confusing. It’s the number one cause of divorce in our nation and a leading cause of wars among nations. Yet, for our clients, money is a powerful tool for building a life of lasting enrichment. That’s because since 1987, our Miami-based registered investment advisor and financial planning services firm has provided financial advice and investment strategies that protect and enrich our clients’ lives.
Hi, I’m Katie, founder of The Enrichment Group. After years of working in a commercial bank I found the “banker’s approach” to be cold, impersonal and driven by profitability. With a passion for helping people achieve financial success, I had a dream of creating a firm founded on the principle of trust. That’s why I built The Enrichment Group in 1987, a firm where clients come first, and where financial planning is very personal, very professional and totally client-centered.
I started small – just me back then. But, over time, we’ve grown into a team of passionate, highly credentialed financial planners and investment professionals who are knowledgeable, trustworthy and empathetic. Our CERTIFIED FINANCIAL PLANNER™ professionals are, in reality, a team of advisors, coaches and teachers who will show you how to evaluate money and use it as a tool to achieve your most important personal life goals.
In September 2015, in an effort to enhance our services, we combined businesses with Pinnacle Group, Inc., an industry-leading Registered Investment Advisor with broad resources and values compatible with our own. We’re moving forward together to provide our clients with the best service available in the industry.
Our firm is fee-based, and we act as fiduciaries, so your interest always comes first. It’s all about you, just the way I’ve intended it to be.
Financial Planning with a Mission
At The Enrichment Group, our objective is to help our clients become both personally and financially secure throughout all phases of life. We do this by providing transition planning services when life throws you a curve ball, life and financial planning services to help you identify and achieve your life goals, and purposeful investment portfolio management services to grow and manage the resources you need to live your dreams.
If you are looking for a financial planning firm you can trust, expertise you can count on, people who care, and a conservative investment philosophy, then we hope you will consider The Enrichment Group.
To learn more about us, we invite you to explore the following pages:
- Our Process
- Our Philosophy
- Our Compensation
- Our Qualifications
- Our Team