Zia Financial Group

We’re the financial planning and investment management firm that works for you.

It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work only on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a commission or fee basis, your choice. We’re here for one reason—to help you reach your financial goals.

Clear

We want you to understand your financial plan and everything we are doing to help you reach your goals. We believe in transparency and full disclosure, so you’ll always know how, and how much, we are compensated.

Thorough

We’ll take the time to understand your unique situation, and we’ll make sure we have a complete picture before we make any recommendations. Then we’ll implement and continually monitor your plan, keeping you informed of your progress and any necessary changes along the way.

Unbiased

We don’t push products to meet sales quotas set by a home office. Our recommendations are based on our own knowledge and experience, and supported by access to a wide range of independent research and other sources of information. We give you our honest opinion at all times.

Research

We pride ourselves on doing the necessary research that is required to make correct investment choices. In this crazy world of bailouts, bankruptcies and government regulation we help our clients not only understand the real issues but put together recommendations to help them navigate these ongoing obstacles.

Education

Our firm is dedicated to education. With our state of the art seminar room, online seminars and market updates we keep our clients educated on retirement, college savings, estate planning, tax saving and business strategies to name just a few.

A Team Approach

Company

Zia Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to help provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to potentially get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.