"We founded The ARA Group 20 years ago to deliver high-touch wealth management and investment services to corporate executives, families and foundations whose complex requirements demand sophisticated and strategic guidance."
The ARA Group

The ARA Group

"We founded The ARA Group 20 years ago to deliver high-touch wealth management and investment services to corporate executives, families and foundations whose complex requirements demand sophisticated and strategic guidance."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025
Top Wealth Advisors Best-In-State
2025
About The ARA Group

Throughout our many years in the business, we have found that clients like you are well-informed regarding complicated financial situations. We deliver exceptional service, implementing cutting-edge concepts to address your particular scenario. Our focus is on coordinating the many aspects of your finances in a straightforward manner, overlaid with rapid response times and careful attention to detail. By constructing a customized and workable game plan that brings all facets together, we help free you to pursue the priorities that are important to you.
Our central construct is a planning-based approach as we guide you on education funding, retirement planning and tax-efficient distributions. We then execute an investment plan characterized by simplicity, clarity, liquidity and transparency, with understandable, solid and high-quality investments that can position you and your family on a pathway to achieving your goals.
We leverage J.P. Morgan's resources and specialists in banking, lending, and trust and estateplanning to help you pursue your aspirations.

Meet Our Team

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
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