Highland Financial Group

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website highlandfinancialgroup.com
Client types

Overview

Highland Financial Group has 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 principals of closely held corporations and facilitating multi‑generational estate, wealth, and legacy planning strategies. The group works closely with individuals and families, offering financial and retirement advisory services, as well as wealth management. Its approach integrates investments with tax‑efficient estate and financial strategies designed to preserve, manage, and transfer wealth. Its diverse team of professionals brings decades of combined experience, enabling the firm to deliver customized strategies for both individual clients and their businesses. Whether assisting a retiree in understanding pension options, resolving complex qualified plan issues for corporate clients, or guiding a family toward retirement goals, the team applies its knowledge and resources to address each client’s needs.

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

Highland Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company