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Merry Christmas & Happy Holidays!

TAAG’s offices will be closed today and tomorrow as the team takes a few days off to enjoy Christmas with our families. All of us at TAAG want to pass along our sincerest gratitude to our clients for another great year working together to make the best possible...

TAAG in the News

Chip was excited to be included in two articles in the Wall Street Journal this week discussing the financial planning issues a prospective parent or parents can face when going through the adoption process.  Those articles can be found by clicking on the links...

Our New Look

About a year ago we decided it was time to upgrade our website to better share our message and enhance our overall client experience.  As we began our research to see what we wanted to do differently, we realized our brand also needed refreshing as, while it seems...

TAAG’s New Home

In October 1988, after six years as a CPA and banking officer, I took my newly earned Certified Financial Planner designation and youthful optimism and started The Asset Advisory Group (TAAG).  It wasn’t actually TAAG then, since I was only a single advisor with an...