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Why do we do what we do?
To serve our clients and community.

WE FOCUS ON DISCIPLINED INVESTMENT MANAGEMENT, RETIREMENT INCOME PLANNING, AND ESTATE DISTRIBUTION STRATEGIES

“Everybody wants the same thing from their money – high return, safety, no taxes, and no fees. Unfortunately, these do not all exist in one place.”
— Mike Suttle, Co-Founder, Suttle Financial Group

Ed Slott Master Elite IRA Advisor

We give everyone who comes to see us our full attention. We want to know how we can help them. We want visitors to leave with more knowledge and insight concerning the financial options they may have. More often than not, they become clients. At a minimum, they walk away with a better understanding of their financial situation.

Why do we do what we do? To serve our clients and community. We like to share real, honest information about all of your financial options so you can make educated choices that feel right to you.

We are independent and not beholden to one fund, broker, or insurance company so, we are not biased. Operating in a fiduciary capacity allows us to have your best interest as our top priority. Ultimately, we’re committed to working alongside and serving you. You will have our cell phone numbers, because even when we’re not in the office, we want to be able to answer any questions.

We have also built a network of trusted professionals so that we can refer to someone who is going to get the job done, whether they need a CPA, lawyer, or mortgage specialist.

Suttle Financial Group, consisting of Suttle Investment Advisors, LLC and Suttle Insurance Advisors, LLC, was founded in 2004 and was based on the idea that, in a competitive marketplace, the one area we can excel in is service to our clients.

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