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Mission Statement

At The Knox Group, the Client comes First.

Our primary objective is to know and understand our client, your needs, aspirations, and long-term goals. Only then, can our focus be on creating your individual financial plan to assist in navigating your life's journey.

Working with you, in a Fiduciary Role, we take a holistic approach to you and to the services we offer while keeping your best interest at heart. We take the time to understand your unique financial goals, your timeline, risk tolerance and personal circumstances to create a tailored strategy structured to protect and grow your wealth.

Drawing on our 30 years of financial experience and industry-leading resources, we are committed to expanding the conventional idea of wealth management, seeking to maintain and enhance your financial success and security. We help you develop, implement, administer, and monitor a strategy that's uniquely designed to address your personal situation. Whether your managing debt, saving for college or retirement, or serving to protect and achieve your financial goals we can assist you along the way. We offer financial planning, investment management, insurance, tax, accounting and estate planning services.

Let The Knox Group craft a tailored investment strategy to guide you each step on your financial journey. Partnering with you we provide a truly unique integrated financial strategy, built to navigate today’s complex economy, giving you peace of mind and the confidence, your wealth is protected during unexpected life events.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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