The Advisory Group (TAG) is an independent financial planning and wealth management firm serving individuals and families in the Quad Cities region. Founded in 1991, the firm works with clients at every income level and stage of life, from early career through retirement. Its approach emphasizes education, transparency, ongoing communication, and strategies tailored to each client’s goals, with clients’ best financial interests at the forefront.

TAG offers retirement planning, investment planning, retirement withdrawal planning, tax efficiency planning, healthcare planning, and wealth management. The team also provides educational resources to help people make informed financial decisions, including complimentary community seminars at its Learning Center, articles, guides, and planning tools. Prospective clients can begin with a complimentary, one-hour consultation to discuss their needs and explore a financial strategy. Based in Davenport, Iowa, The Advisory Group presents its services as practical, coordinated guidance for building financial confidence and preparing for the future. Investment advisory services are offered through Alphastar Capital Management, while brokerage services are offered through Oakwood Capital Securities.