"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

Private credit: Promising or problematic?

July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Family Legacy

The 5 stages of managing a new inheritance

July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
Personalized guidance begins with a conversation.
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