"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
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

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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