The Money and Values Group, led by financial adviser Brian T. Scott, provides portfolio management and financial planning designed to help women, couples, and families align their finances with their personal values. The firm’s approach centers on the belief that greater alignment can reduce money-related stress and support lasting financial well-being. Its services include personalized financial planning, investment and portfolio management, retirement planning, and an ongoing partnership to help clients adapt their financial resources as their needs and priorities evolve.

The process begins by clarifying what matters most and assessing a client’s current financial situation. Brian and his team then develop a personalized plan and work collaboratively with clients to put it into practice and maintain alignment over time. The group also provides resources on topics such as retirement, estate planning, insurance, taxes, money, and lifestyle, including articles, videos, calculators, and a retirement guide. Based in Prescott, Arizona, The Money and Values Group serves clients nationwide virtually and offers introductory calls for those interested in exploring its services.