"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

How did the markets respond to the U.S. Presidential debate?

September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business

Business succession planning: Valuing your business

September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook

August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target

September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
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