Who We Are

The SEB Group, Inc., is an independent financial advisor. For our investment advisory clients, this means that we provide fully independent, fee-based wealth management services.

Our objectives are always aligned with our clients. We do not believe in taking a "cookie cutter" approach to clients—we work with each client individually, based on their needs and goals. For some clients, we are the single source financial partner they want. This seamless financial approach which includes wealth management, estate planning, insurance, and tax preparation ensures that all aspects of a client's financial well-being are maximized. On the other end of the spectrum, we provide customized service to clients who use our modular service option to answer very specific financial questions.  

Whatever your financial need—be it a single source partner, as a brokerage or tax client, or to help you answer a very specific financial concern—our goal is always personalized service to meet your needs. 

At The SEB Group, Inc., our primary focus is protecting and preserving what matters most to our clients. This commitment to excellence is strengthened by our specialized knowledge and experience. The result is a unique approach to creating custom-tailored solutions for helping our clients pursue their financial freedom.

We are dedicated to keeping our clients' goals in sight. Our ability to help clients realize their lifestyle and legacy goals requires a keen understanding of our clients' complete life picture and the experience to balance proven wealth management strategies with evolving needs. We adhere to a disciplined approach that incorporates investment expertise, access to a comprehensive array of planning services, and highly personalized service to craft a holistic wealth management program that addresses each of our client's distinct objectives.