The Minotti Difference

Minotti Financial Group is a boutique financial advisory group that provides clients with a comprehensive suite of investment management and holistic financial solutions, serving individuals, families, business owners, professionals, and corporate clients since 1980.

Our commitment to our clients is to be the trusted advisor for all aspects of their financial lives. 

We work closely with our clients using a consultative approach that highlights our four values:

Experience

We have over 35 years of experience across providing a variety of financial services including individual and corporate retirement planning, investment advising and financial risk management. 

Independence

As a fully independent firm our interests are completely aligned with our clients.  Our allegiance is solely to our clients—we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or insurance company.  Our compensation comes from you, our client, unlike many brokerage firms who profit from selling specific products or funds.

Efficiency

Our main focus is serving our clients and our business structure was designed with efficiency in mind so as not to interfere with that priority. We have completely outsourced all our administrative activities allowing our time and attention to be completely devoted to addressing our clients’ needs, and guiding them through all important financial decisions.

Integrity

We adhere to a higher duty of care and attentiveness which means we offer financial solutions that are solely for the best interest of our clients. Our approach begins with understanding your hopes and dreams in order to ensure that your financial decisions allow you to achieve them.