About Us

The Teplitz Financial Group is a boutique financial planning firm that works with goal-oriented professionals who take their financial lives seriously but lack the tools necessary to create an actionable plan in an ever-changing global economic landscape.
 
At Teplitz Financial Group we strive to make our clients better financial consumers. We educate our clients so they fully understand how and why our process will lead to success. We create partnerships that encourage our clients to participate in the planning process and believe in teamwork, client and advisor, working together to achieve your vision of financial success.
 
With comprehensive financial planning, expert investment management and an unparalleled dedication to customer service and support, Teplitz Financial Group aims to produce the results you want with the professionalism and personalization you deserve.

Our Process

Everything we do is aimed at empowering you. We see ourselves as the conduit between you and the life you want to live, and see you as the reason why you will ultimately succeed. Our primary goal is to build a lasting relationship built on trust, communication, expertise and service. From the moment you walk into our office to the moment you retire, we are there to provide knowledge, to offer sound advice, and to make you into your own best financial advocate. No matter what inspires you to reach out to us, it always starts with a complimentary consultation. This allows us to get to know each other and see if we are a good fit to work together. Where we go from there depends on what is right for you. 
 

Our Guiding Principles                                                                                                                                                 

We define success as the ability to meet your needs in a manner consistent with the values that lead our firm. These values are the very lifeblood of every decision we make and the roadmap our firm relies upon to help you reach your goals. 

• Create a judgment free environment that fosters open and honest communication between a client and their advisor.
• Provide white glove customer service to every client throughout their engagement with our firm.
• Adhere to the firm's investment philosophy at all times when dealing with our clients' hard earned dollars.
• Invest in technology that provides our clients with more tools to achieve their goals. 
• Place client confidentiality at the highest priority through a robust privacy and cyber security policy. 
• Manage the safety and security of our clients by adhering to all industry rules and regulations.

Our Qualifications

When evaluating financial advisors, it is important for you, the client, to make sure that your advisor is both licensed in all of the appropriate financial disciplines and certified at the highest levels of the industry. 

Our advisors hold both CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) designations and are fully licensed to sell securities, fixed income instruments, life, health, long term care and disability insurance products. 

Our Fee Structure 

While we believe strongly in the value of the services we provide, we also understand the changing nature of our industry when it comes to fees and fee structure. As fee-based financial planners, we are flexible in creating a structure that works for you and is based on the specific work we will be doing on your behalf. Many of our clients choose the traditional assets under management approach, however we work on a periodic, hourly and project fee basis for clients who prefer it or for work that warrants it.