We help families to live a richer, more meaningful life.
De Groote Financial Group is an independent wealth management firm serving high-net-worth clients.
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Why De Groote?
You live in a dynamic world. Through a comprehensive financial planning approach, De Groote Financial Group helps clients capitalize on their strengths, develop greater goals and aspirations, and manage their wealth.
De Groote Financial, as a fiduciary, adheres to the philosophy that clients come first and their needs are placed above all other considerations.
As a privately-run, independent Registered Investment Advisory firm without the confines and mandates of traditional banks and brokerages, De Groote Financial Group operates in a manner that is client-driven without the conflicts of interest often found in corporate firms.
Who We Serve?
De Groote Financial Group provides wealth management services to a wide variety of high net worth individuals, trusts, foundations, and endowments. Presented below are a number of client profiles which fairly represent the wide variety of clients we specialize in serving. What is unique, is that over the years we have helped our client’s transition from employee to employer and have helped them through all facets of their career including transitioning from one career path to another.
Business Owners and Entrepreneurs
Individuals and Families
Professionals and Consultants
Executives
Retirees
– Our Team –
Our Great Team Is
Very
Dedicated For You
Managing Director
Doug De Groote
Co-CIO
David Darst
Wealth Advisor, Co-CIO
Andrew Krout
COO, CCO
Fadi Ahmad
Contact Us
We are happy to connect you to a financial advisor to further talk about a relationship with De Groote Financial Group. You can also email us if you would prefer.
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Frequently Asked Questions
1. What is a Certified Financial Planner
The Certified Financial Planner™ designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards.
2. Why choose an independent advisor?
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3. Where will my assets be held?
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4. Will I have institutional oversight of my assets?
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5. What happens to my non-investment services
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