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Our Approach

Welcome to the Norden Group.  We are a team of experienced financial professionals – licensed fiduciaries – with expertise in investment management, tax optimization, estate planning and asset protection.  Our clients include business owners, working professionals, retirees, and corporations.  We assist our clients in the creation, implementation and management of comprehensive, customized, financial roadmaps.  We help make the complex simple – providing financial peace of mind.

 As an independent firm – our loyalty lies entirely with our clients.  We are not beholden to any bank, brokerage or insurance company.  We have no products to sell - and we eliminate costly ‘middle men’, putting more money in your pocket.  Our direct-to-institution client investments are structured with 100% transparency so you will see and understand every dollar of cost!  As your financial partner, we are adamant about collaboration, involving your CPA and legal team where practical.  Ultimately, our process-driven, ‘education first’ approach simplifies our client’s most challenging financial questions – leaving you with more time to enjoy the life you’ve built. 

Client Centered

Our business is built on a foundation of strong client relationships.

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