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
Best-In-State Wealth Advisors
2018

Barron's

Top 1200 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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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