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Experienced Professionals Serving Affluent Individuals, Families & Business Owners


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Associates of Highland Financial Group have provided financial advice, planning, products and services to individuals, families and business owners across the country for over thirty-seven years. The firm has earned a reputation for its special focus on working with the principals of closely held corporations and facilitating multi-generational estate, wealth, and legacy planning strategies.  

Highland Financial Group works closely with individuals & families providing financial and retirement planning guidance, as well as wealth management. Our approach integrates investments with tax-efficient estate and financial strategies to help preserve, manage and transfer wealth.

Our diverse team of professionals offers decades of combined experience allowing Highland Financial Group to bring customized strategies to our individual clients and their businesses. Whether it is helping a retiree understand their pension options to addressing a complex, qualified plan dilemma for our corporate clients to guiding a family towards meeting their retirement goals, our talented team can bring the knowledge and resources to the problem at hand.

We look forward to hearing from you!

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1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.