We're here to help you achieve your financial goals, manage your money and ultimately, better your
Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.
We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.
We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.
We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides services to our clients.
|Firm Start Year:||2021|
|Name of Broker/Dealer:||First Financial Equity Corporation|
|States Licensed in:||AZ, CA, Colorado, FL, IL, KS, LA, MI, MN, MO, NE, OK, TX|
|Number of Years with Current Firm:||10|
|Bachelor of Science||
The University of Wisconsin-Madison
We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda. Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers&much to his Dallas born wife's dismay.