A successful business is built on trust. This is particularly true of a financial services firm. If people don’t have confidence in you, you won’t last long. “Since 1985, Plaza Advisory Group has been helping our clients plan their future and manage, grow and preserve their wealth,” says founding partner Peter Dolan. “We guide them in making smart decisions and durable plans at every stage of their business and personal lives. Our belief that wealth should be managed to last more than a lifetime enables us to build trusted, long-term relationships with the people we serve. They know we’ll always act in their best interests, and that their families will be taken care of as well.”
Established 30 years ago to help senior management at major local companies handle their personal finances, Plaza has always taken a holistic, client-centered approach. “We’re an independent firm, not part of a huge insurance or brokerage company,” Dolan says. “Our financial experts focus on research, analytics and fact-based strategy, not on selling products.” Plaza advisers don’t rely on cookie-cutter solutions, preferring to develop an intimate understanding of each client, he says. “Our team designs and implements the plan that best suits your individual needs, circumstances and expectations, and delivers it with a superior level of service. We eliminate the blind spots, so you can make the best possible decisions and choose a plan that fits your unique goals and objectives.”
The firm’s services range from wealth management to financial and retirement planning, legacy building, estate and tax issues, executive transition, and risk management. “Our target audience is a small, select group of high net worth individuals: corporate executives, entrepreneurs and business owners, accomplished families, women in life transitions such as divorce and widowhood, and retirees or those who are considering retirement,” Dolan explains. “That’s why we’ve gathered a top-notch network of local, national and international experts who deliver in-depth advice in key financial areas. The right resources and the right tools are essential for grasping, assessing and managing your financial future, especially during times of change.”
Plaza’s three founders, Dolan, Scott Bensinger and Thomas Briggs, once worked for a large San Francisco firm. “We came here to open an office for them, but eventually decided to start a smaller company of our own—one that would focus on client needs instead of marketing.” Partner Judy Rubin, who is especially passionate about helping women take control of their finances, joined in 2011. Today, Plaza’s client list spans the nation, with assets approaching $1 billion. “And we’re experiencing an exciting rejuvenation as we continue to develop our team with the next generation of wealth advisers, represented by Andrew Briggs, Ryan Dolan, Whitey Holt, Dan Noonan and Nathan See,” Dolan says. “Our strategies are grounded in 30 years of experience, but are innovative and flexible enough to anticipate what’s next in a rapidly changing world of opportunity and risk. Our emphasis on service, durability and expertise contributes to a rare achievement in today’s volatile market environment: confidence.”
Pictured: The team at Plaza Advisory Group
Photo: Tim Parker
[Plaza Advisory Group, located at 101 S. Hanley Road, Ste. 1350, is celebrating 30 years of helping clients manage their finances. For more information, call 314.726.0600 or visit plazaadvisors.com.]
