Our Story

Let us help you plan for tomorrow and live for today

Our story has its beginning in 1995 with a desire to be something different…a desire to grow a business built upon relationships rather than on transactions. A desire to be students of the industry and keep up with the most innovative and effective ways to address the financial pitfalls that occur in life. Through strategic alliances, ever expanding technologies and carefully adding key people to our team, we have developed a process that has proven to be successful. At Magness Financial Group, we put our client’s wishes and desires above all else and work with them in a spirit of partnership. Comprehensive Financial Planning is at the core of who we are and philosophically believe that everything starts with a plan. Our belief is that in order for us to give proper financial advice, we need to know who you are, what your personal and financial desires are and where you’d like to be. Through our process, we can analyze what you’ve done and develop an action plan that will allow us to monitor your progress into the future. If we sound like who you’ve been looking for, we’d value the opportunity to have a conversation on how we can be of service to you.


What We Do