EXPAND FINANCIAL GROUP, LLC
SEC RegisteredFinancial Planning for Every Moment
About the firm
Expand Financial Group is a fee-only advisory firm that has helped clients navigate life's financial changes for over 25 years. They offer personalized financial planning that is comprehensive, thorough, and tailored to each client's whole life. Their focus includes building financial confidence, retirement planning, and helping clients leave a legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment planning, tax planning, and retirement planning, with a focus on creating tailored financial roadmaps and helping clients limit tax liability, grow investments, and retire with confidence.
Who they serve
Clients seeking personalized financial planning, including those planning for retirement and those with charitable giving goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 232 | $31M |
| High Net Worth Individuals | 65 | $70M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 20 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EXPAND FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.