Financial Strategies Group

EST. AUM
$677,379,652

CONTACTS
5

CLIENT ACCOUNTS
3,463

Firm Details

Metro area Detroit
CRD Number 289054
Website fsgmichigan.com
Client types

Overview

Financial Strategies Group (FSG), a family-owned financial advisory firm with offices in Okemos and Fenton, Michigan, has been serving clients since 1988. Founded by Mark Carter, FSG transitioned from its initial focus on insurance sales to offering comprehensive financial planning and investment management services. With a mission to provide peace of mind through education, transparency, and genuine care, FSG takes a holistic approach to financial planning, tailoring comprehensive strategies for expected and unexpected life events. Their services include investment management, retirement and estate planning, social security planning, wealth and insurance management, business planning, tax strategies, financial education, and decision support. FSG serves a diverse clientele, including retirees, pre-retirees, business owners, families, and medical professionals, and has extensive experience assisting employees and retirees from organizations such as the State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy, and Ford. Now led by Mark Carter’s children as a second-generation business, FSG continues to uphold its commitment to acting in clients’ best interests while fostering trust and long-lasting relationships.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Strategies Group

Platform Details

Investment Preferences

Alternative Activity

Address

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