Helping people create, manage, and preserve wealth.

Join the WMG Team

Why WMG?

Our Advisors are Independent Advisor Representatives (IARs) of WMG. We operate through mutual trust and ownership – you own your book of business and decide what business expenses make sense for your practice (no “bosses” or quotas here). As your partner in business, we provide compliance oversight, supervision, and business tools to allow you the freedom to run your business. We have a team of entrepreneurs that supports a work environment where sharing of ideas and expertise is expected.

  • WMG and our IAR’s operate as a fiduciary for all clients
  • We provide our IARs with Microsoft 365 business tools and a company email address
  • Never done something before? No problem, we probably have and we’re here to help get you going
  • Transition support including: Remote onboarding and assistance transitioning your current clients/AUM to Charles Schwab
  • Succession planning: In the event of your death, we will buy your book of business for FMV and pay your family or ensure your existing succession plan is carried out
  • Know of other advisors who are looking for this freedom? Great, bring them to WMG and earn override payouts on their production
Company Overview

Wealth Management Group, Inc. is a state Registered Investment Advisory firm (RIA) offering hybrid advisory services. WMG has been helping people create, manage, and preserve wealth for over 30 years. Member FINRA and SIPC. Headquarters in Dayton, Ohio, with team members located throughout the United States.

Our Values

The WMG Philosophy – Our Vision, Mission & Values

Learn More

Email us: [email protected]
Call us: 937-877-1280

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.