Certior is short for Certiorari, which is Latin for "to be informed."
At Certior Financial Group, we believe our partnership with you should be INFORMED by what matters most to you.
VISION | Empowering individuals and families to live their best lives.
MISSION | To build meaningful connections and guide our Certior community in discovering, planning and securing what matters most.
Certior Financial Group is an independent financial planning firm. We've brought three experienced offices together to form an outstanding team of exceptional and caring individuals, who will work hard to optimize your True Wealth. We'll work with you to organize the complexity in your financial life, create a comprehensive plan based on your financial needs, review your plan as the markets or your needs change, and help you achieve your vision of the future. We follow a sound, systematic process to help you pursue your financial goals, monitor and track your progress, and refine and revise your plan along the way.
We pride ourselves on the strong and intimate relationships we have built with our clients, working with them to achieve greater happiness, fulfillment, and meaning in life.
For over 30 years, we have earned the trust and confidence of many clients and appreciate the opportunity to do the same with you.
At Certior Financial Group …
- We believe that achieving True Wealth means optimizing not only financial assets but also all the other things that you value in life.
- We believe operating in a team based approach brings together the talents, creativity, and resourcefulness of a group to maximize client benefits.
- We believe that financial planning should be a collaborative process where the client’s voice informs the planning process.
- We believe that our clients benefit from a long-term philosophy that utilizes unique and personalized combinations of diversified investments.
- We believe in leveraging technology to provide our clients transparency and easy access to information.
- We believe that trust is not given but earned every single day.
- We believe in adhering to the highest ethical and fiduciary standards by putting our clients’ interests ahead of our own.
- We believe that the right financial decisions are those that allow our clients to sleep well at night.
WE BELIEVE IN A PERSONALIZED, COLLABORATIVE PROCESS THAT GIVES OUR CLIENTS CONFIDENCE AND CLARITY TO ENJOY THE THINGS THAT ARE MOST ESSENTIAL TO THEM AND THEIR FAMILIES.