"Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service."
Wealth Partners
The Fournier Group

Wealth Partners
The Fournier Group

"Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service."

Awards and Industry Recognition

Forbes

America's Top Wealth Advisors
2018 • 2017
Top Wealth Advisors Best-In State
2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2023

Barron's

Top 1,200 Financial Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016
About The Fournier Group

Welcome

The Fournier Group is an investment and wealth management team. We manage over $900 million in assets on behalf of individuals, corporations, endowments, and other for-profit and not-for-profit institutions.
Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service.
Our specialties include asset allocation analysis and recommendations; in-house fixed income portfolio management; long-term financial planning, including retirement planning as well as cash flow and savings analysis; intergenerational wealth strategies; tax-efficient investment strategies; and third-party investment manager selection, among many other benefits.

Meet Our Team

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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