The Advisor Group is a Memphis-based financial planning firm serving individuals, families, and businesses across the Mid-South. For more than 25 years, it has helped clients work toward financial security through tailored strategies, an approach centered on individual needs, and lasting client relationships. Its services span estate planning and management, wealth management, tax mitigation, and asset protection.

The firm also helps business owners explore employee retirement plans, including SEPs, profit-sharing plans, and 401(k)s, and offers free assessments of existing 401(k) plans for compliance needs. Other services include business planning, health and Medicare coverage options, and term, whole, universal, and variable life insurance. The Advisor Group also provides guidance on personal residence trusts, charitable trusts, and tax offset conversions to support asset transfers.

Its online estate planning platform allows clients to update plans conveniently. The firm uses asset+map to create an overview of a client’s estate, including properties, beneficiaries, legal entities, and family members. Its planning professionals aim to help clients make informed decisions and build a lasting legacy