The Fiek Group

"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About The Fiek Group

Welcome

Technology founders, entrepreneurs, and executives have busy lives and ambitious goals. My team and I help them regain time and enact a more purposeful approach to their wealth.
With more than 30 years of experience, we offer a perspective that has been refined over numerous market cycles, allowing us to help wealth creators capitalize on the opportunities—and sidestep the potential pitfalls—that substantial wealth can pose. Clients come to see us as trusted resources who offer a perceptive understanding of their lives—personally and professionally.

The difference we offer

Our client relationships are close-knit and long lasting. Clients look to us to orchestrate multiple facets of their wealth, including investments, planning, trust and estate services, banking and lending, and charitable giving.

Our approach is distinguished by:

  • Advising a limited number of clients, ensuring personalized attention, customization, and responsiveness.
  • We collaborate effectively with clients' tax and legal intermediaries for clear communication on time-sensitive initiatives.
  • We derive genuine joy from helping people live more satisfying and rewarding financial lives.

Our investment approach

We delve into each client's circumstances, designing bespoke portfolios reflecting their unique goals, timeframes, risk tolerance, and tax situation.
We look to treat clients with the same level of diligence and care with which we manage our own financial affairs:
Our fee-sensitive perspective is grounded in careful stewardship of client assets.

Meet Our Team

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Personalized guidance begins with a conversation.
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